Top 7 Best Financial Consultants in Los Angeles

Choosing the right financial consultant is a crucial step toward securing your financial future. Whether you’re planning for retirement, managing investments, or seeking advice on budgeting, the expertise of a skilled consultant can make all the difference. In a city as dynamic as Los Angeles, the options can be overwhelming. That’s why we’ve curated a list of the Top 7 Best Financial Consultants in Los Angeles to guide your decision-making process.

When selecting a financial consultant, consider the following services and aspects:

Investment Management: Guidance on building and maintaining a diversified portfolio.
Retirement Planning: Strategies to ensure a comfortable and secure retirement.
Tax Optimization: Advice on minimizing tax liabilities and maximizing returns.
Wealth Management: Comprehensive services for high-net-worth individuals.
Estate Planning: Assistance in organizing and managing your estate to ensure your wishes are fulfilled.
Risk Management: Identifying and mitigating potential financial risks.
Budgeting and Saving: Creating effective plans for managing income and expenses.
Fee Structure: Understanding whether they charge a flat fee, hourly rate, or a percentage of assets managed.
Credentials and Experience: Verifying their qualifications and track record in the financial industry.

With these considerations in mind, explore our in-depth guide to discover the best financial consultants in Los Angeles who can help you achieve your financial goals.

1. Westlake Financial
2. Bank of America
3. Class XVI

4. Rvw Wealth
5. Financial Counseling Center
6. 1st Professional Realty & Financial Services, Inc
7. Northwestern Mutual

Number of companies

12731

Verified reviews

4,30

Average rating

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1. Westlake Financial

★ ★ ★ ★ ★ 3,3/5

4751 Wilshire Blvd #100, 90010.0, Los Angeles

Financial consultant
Financial institution

Why we chose them

Westlake Financial stands out as a leading financial consultant and institution, offering a seamless and efficient car buying experience. By allowing customers to get pre-qualified for auto loans without impacting their credit scores, they put buyers in control of their vehicle purchases. The company provides an array of services, including access to free credit scores, diverse payment options, and personalized financing terms. With a network of over 30,000 dealerships, Westlake ensures that customers can find a professional and supportive dealer nearby, regardless of their credit history.

In addition to auto financing, Westlake extends its support through additional financial solutions like secured loans via their affiliate, LoanCenter. This allows customers to use their vehicles as collateral, providing a valuable option during financial emergencies. The company prides itself on delivering a hassle-free car buying process, enabling customers to complete transactions from the comfort of their homes. With a focus on customer convenience and empowerment, Westlake Financial truly exemplifies a modern approach to automotive and financial services.

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2. Bank of America

★ ★ ★ ★ ★ 2,6/5

6400 Avalon Blvd, 90003.0, Los Angeles

Financial planner
Financial consultant
Bank

Why we chose them

Bank of America Financial Center stands out in Los Angeles for its comprehensive range of financial services, catering to both personal and business needs. With a focus on providing expert financial planning and consultancy, the center ensures clients receive tailored advice for their unique financial situations. The facility features a walk-up ATM, allowing for convenient transactions at any time. Customers benefit from a dedicated team of specialists ready to guide them through various financial solutions, from personal account management to planning for future investments.

Equipped with advanced mobile banking options, the center empowers clients to manage their finances on the go. The mobile app offers features like customizable alerts, mobile check deposits, and enhanced security with fingerprint or Face ID access. This ensures a seamless banking experience, whether clients are depositing checks or setting financial goals. By integrating technology with personalized service, the center provides a robust platform for clients to achieve their financial aspirations, reflecting its commitment to supporting the economic mobility of the Los Angeles community.

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3. Class XVI

★ ★ ★ ★ ★ 4,9/5

160 E 108th St, 90061.0, Los Angeles

Financial consultant
Currency exchange service
Foreign exchange students organization

Why we chose them

Class XVI excels in offering comprehensive solutions in the financial sector, providing services such as financial consulting, currency exchange, and organizing foreign exchange student programs. Known for its expertise, the company tackles everyday financial challenges with ease, making it an invaluable resource for clients seeking efficient and reliable solutions. With a strong focus on addressing diverse financial needs, Class XVI stands out as a versatile and innovative player in the industry.

Their platform, highlighted by features like credit repair options and specialized training courses, is designed to empower clients and enhance their financial literacy. Class XVI also showcases recent projects, emphasizing their proficiency in SEO market analytics, product reach, and online presence through website design. This multifaceted approach not only demonstrates their technical expertise but also their commitment to fostering growth and success for their clients.

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4. Rvw Wealth

★ ★ ★ ★ ★ 5,0/5

1880 Century Park E #200, 90067.0, Los Angeles

Financial planner

Why we chose them

RVW Wealth, LLC stands out as a premier financial planning firm based in Los Angeles, renowned for its evidence-based investment strategies rooted in Nobel Prize-winning economic theories. As fiduciaries, they prioritize their clients’ interests above their own, offering independent investment advice that is both objective and bottom-line oriented. This dedication is reflected in their personalized financial services, which include the creation of tailored investment plans aimed at income, growth, and safety. Their team of highly qualified professionals, including CPAs, chartered financial analysts, and personal financial planners, ensures that every client receives expert guidance to achieve long-term financial well-being.

The firm’s approach is centered on their innovative Wealth Blueprint, an essential financial guide designed to help clients manage risk and optimize returns through decades of academic research. By focusing on transparency, RVW Wealth employs a fee-based management system, aligning their financial goals with those of their clients. Their commitment to excellence is further exemplified by their diverse team, who bring a wealth of experience from prestigious institutions and industries. With a strong emphasis on client support and education, they offer a wealth of resources, including podcasts, videos, and insightful blog posts, ensuring clients stay informed and confident in their financial decisions.

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5. Financial Counseling Center

★ ★ ★ ★ ★ 5,0/5

4221 Wilshire Blvd Suite 255, 90010.0, Los Angeles

Financial consultant

Why we chose them

Financial Counseling Center stands out as a trusted provider of bankruptcy prep and debt counseling services in the Los Angeles, CA area. Known for their expert guidance, they help clients navigate complex financial challenges with confidence. Their dedication to offering personalized strategies ensures that individuals can regain financial stability and peace of mind. By focusing on tailored solutions, the center has established itself as a reliable partner for those seeking financial clarity.

Chosen for our directory due to its reputation for excellence, the center’s financial consultant services are designed to empower clients with the knowledge and tools needed to effectively manage their finances. Their comprehensive approach addresses both immediate concerns and long-term financial health, making them a valuable resource for anyone facing financial difficulties. Their commitment to client success highlights their role as a leader in the financial counseling industry.

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6. 1st Professional Realty & Financial Services, Inc

★ ★ ★ ★ ★ 4,9/5

12100 Wilshire Blvd Suite 800, 90025.0, Los Angeles

Financial consultant
Business broker
Real estate agent
Mortgage broker
Property investment company
Property management company

Why we chose them

1st Professional Realty & Financial Services, Inc. stands out as a multifaceted company offering a diverse range of services, including financial consulting, business brokerage, real estate agency, mortgage brokerage, property investment, and property management. With a strong foundation established in 1997, the company provides expert guidance and personalized solutions to meet clients’ financial and real estate needs. The firm is led by Donecia L. Augustus, a licensed mortgage and real estate broker in California, boasting extensive experience and a commitment to delivering exceptional service.

Clients can expect comprehensive support through a suite of tailored services, whether they are seeking to invest in property, manage real estate assets, or navigate the complexities of mortgage financing. The company also offers one-on-one coaching and insights into credit management, positioning itself as a trusted partner for financial growth and success. With a well-rounded approach, the company ensures that clients receive the expertise and attention necessary to achieve their personal and business objectives.

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7. Northwestern Mutual

★ ★ ★ ★ ★ 4,4/5

515 Flower St fl 34, 90071.0, Los Angeles

Financial consultant
Financial advisor
Financial planner
Investment company
Life insurance agency

Why we chose them

Northwestern Mutual stands out for its comprehensive suite of financial services, including roles as a financial consultant, advisor, and planner. With a strong emphasis on investment management and life insurance, the company has established itself as a leader in providing tailored financial solutions. Clients benefit from a range of offerings such as retirement planning, estate planning, and private wealth management. The company is renowned for its stability and financial strength, ensuring clients receive reliable and trustworthy service. Its commitment to sustainability and social impact adds another layer of value to its offerings.

The firm also excels in insurance services, offering various life insurance products like whole life, universal life, and term life insurance. It provides specialized options such as disability insurance for individuals, doctors, and dentists, and long-term care insurance. With over 6,400 financial advisors and professionals nationwide, the company ensures personalized attention and expertise. Investment services are robust, including brokerage accounts, advisory services, and market commentary. Through its subsidiaries, it offers a full spectrum of financial products, ensuring clients can find the right fit for their financial goals.

FAQs

What services do financial consultants in Los Angeles typically offer?

Financial consultants in Los Angeles typically offer services such as investment management, retirement planning, tax optimization, wealth management, estate planning, risk management, and budgeting and saving strategies.

How much do financial consulting services cost in Los Angeles?

The cost of financial consulting services in Los Angeles can vary. On average, you might expect to pay between €150 and €500 per hour, or a flat fee ranging from €1,500 to €7,000 for comprehensive planning. Some consultants may also charge a percentage of assets managed, typically between 0.5% and 2% annually.

How can I choose a good financial consultant in Los Angeles?

To choose a good financial consultant, consider their credentials, experience, fee structure, and the range of services they offer. Look for certifications such as CFP or CFA, and check for reviews or testimonials from previous clients.

What should I consider when selecting a financial consultant?

When selecting a financial consultant, consider their expertise in areas relevant to your needs, their communication style, transparency in fees, and their track record in the industry. It's also important to ensure they understand your financial goals.

How long does it typically take to see results from financial consulting?

The timeline for seeing results from financial consulting varies based on your specific goals and the complexity of your financial situation. Some outcomes, like budgeting improvements, can be seen in a few months, while investment growth and retirement planning might take several years.

What credentials should I look for in a financial consultant?

Look for credentials such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These indicate a high level of expertise and commitment to ethical standards in the financial industry.

Are there financial consultants in Los Angeles who specialize in specific services?

Yes, many financial consultants in Los Angeles specialize in specific services such as investment management, tax optimization, or estate planning. It's important to choose a consultant whose expertise aligns with your particular financial needs.

What is the difference between a financial consultant and a financial advisor?

The terms 'financial consultant' and 'financial advisor' are often used interchangeably. However, a financial consultant might focus more on specific financial issues or projects, while a financial advisor may offer a broader range of services for ongoing financial planning.