Financial Planners in San Pedro, California

Brian E. Britt

CFP^®

8.96 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving San Pedro, California and the surrounding communities.

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

2601 Airport Drive, Suite 380
Torrance, CA 90505-6138

(310) 891-3030

Gregory P. Fong

CFP^®, Pharm.D., ChFC

Registered Principal 7.85 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving San Pedro, California and the surrounding communities.

Planned Wealth Consultants

3655 Torrance Blvd, Suite 400, Ste 400
Torrance, CA 90503-4845

(310) 792-0801

Scott A. Leonard

CFP^®

Wealth Management & Private Client Strategies 9.59 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Navigoe LLC

417 Beryl St
Redondo Beach, CA 90277

(310) 697-0400

E. Martin Von Kanel

CFP^®

President 8.77 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving San Pedro, California and the surrounding communities.

Patriot Wealth Mgmt.

2780 Skypark Dr, Ste 460
Torrance, CA 90505

(310) 530-7579

Carolanne M. Chavanne

CFP^®

CERTIFIED FINANCIAL PLANNER(TM) 9.74 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Prosperity Wealth Planning

3349 Michelson Drive, Suite 200-8E
Irvine, CA 92612

(877) 878-7860

+1 More Number

(877) 878-7860

Kathleen A. Adams

CFP^® CPWA^®

Partner 7.83 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving San Pedro, California and the surrounding communities.

Second 50 Financial

111 N. Sepulveda Blvd., Suite 300
Manhattan Beach, CA 90266

4242601551

Bruce Colin

CFP^®

6.8 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving San Pedro, California and the surrounding communities.

Bruce Colin

30365 Via Rivera
Rancho Palos Verdes, CA 90275

(310) 378-4355

Heather L. Hackett

CFP^®, EA

9.93 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Commission and Fee Financial Advisor serving San Pedro, California and the surrounding communities.

Financial Planning Dept., Inc

301 Isthmus
Long Beach, CA 90803

(619) 272-6221

Douglas E. Taylor

CFP^®, CPA/PFS

CPA, CFP 7.85 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Taylor Wealth Management

3655 Torrance Blvd, Ste 347
Torrance, CA 90503

(310) 540-8000

Malinda S. Difley

CFP^®

Senior Financial Advisor, Vice President - Investment Officer 5.39 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving San Pedro, California and the surrounding communities.

Wells Fargo Advisors

500 Silver Spur Rd, Ste 300
Rancho Palos Verdes, CA 90275

(800) 541-4377

+1 More Number

(310) 265-5429

Eric Toya

CFP^®

Partner, Director of Wealth Management 9.59 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Navigoe, LLC

417 Beryl St
Redondo Beach, CA 90277

(310) 697-0400

CONNECT WITH Eric

Larry Takahashi

CFP^®, AIF^®, RICP^®

Wealth Advisor 7.03 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving San Pedro, California and the surrounding communities.

Larry Takahashi Financial Services

3812 Sepulveda Blvd., Suite 480
Torrance, CA 90505

(424) 247-7268

CONNECT WITH Larry

Kristen Perez

CFP^®

Financial Planner 5.2 Miles

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement, Sudden Wealth, Women's...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

EP Wealth Advisors

25500 Hawthorne Blvd, Ste 1030
Torrance, CA 90505

(310) 791-3226

Angela Dorsey

CFP^®

Principal 7.77 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Dorsey Wealth Management

21250 Hawthorne Blvd, Suite 500
Torrance, CA 90503-5514

(310) 370-7776

CONNECT WITH Angela

Anthony Skvarka

CFP^®

6.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

Halbert Hargrove

23rd Floor, 111 W Ocean Blvd
Long Beach, CA 90802-7908

(619) 232-9600

CONNECT WITH Anthony

Richard P. Moran

CFP^®

Senior Financial Advisor 7.6 Miles

Specialties: Attending College, Asset Allocation, Estate Planning, Investment Management, Employee...More

Financial Advisor serving San Pedro, California and the surrounding communities.

Moran, Kimura & Heising, LLC

21250 Hawthorne Blvd, Ste 560
Torrance, CA 90503

(866) 406-3080

+1 More Number

(310) 406-3080 x304

Samantha Garcia

CFP^®, AIF^®, CDFA^®

Wealth Advisor 6.1 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving San Pedro, California and the surrounding communities.

111 W Ocean Blvd, Fl 23
Long Beach, CA 90802-7908

(562) 435-5657

CONNECT WITH Samantha

Samantha Heflin

CFP^®, CSLP^®

Financial Planner 9.73 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving San Pedro, California and the surrounding communities.

SLP Wealth

Remote
Long Beach, CA 90815

CONNECT WITH Samantha

Sathya Chey

CFP^®

5.32 Miles

Specialties:

Financial Advisor serving San Pedro, California and the surrounding communities.

Arise Private Wealth

550 Silver Spur Rd, Ste 350
Rolling Hills Estates, CA 90275-3605

(310) 295-1851

Max Gallagher

CFP^®

7.95 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving San Pedro, California and the surrounding communities.

24Acres

Remote
Redondo Beach, CA 90277

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Britt & Associates, a private wealth advisory practice of Ameriprise Financial

CFP®, Pharm.D., ChFC

Planned Wealth Consultants

CFP®

Navigoe LLC

CFP®

Patriot Wealth Mgmt.

CFP®

Prosperity Wealth Planning

CFP® CPWA®

Second 50 Financial

CFP®

Bruce Colin

CFP®, EA

Financial Planning Dept., Inc

CFP®, CPA/PFS

Taylor Wealth Management

CFP®

Wells Fargo Advisors

CFP®

Navigoe, LLC

CONNECT WITH Eric

CFP®, AIF®, RICP®

Larry Takahashi Financial Services

CONNECT WITH Larry

CFP®

EP Wealth Advisors

CFP®

Dorsey Wealth Management

CONNECT WITH Angela

CFP®

Halbert Hargrove

CONNECT WITH Anthony

CFP®

Moran, Kimura & Heising, LLC

CFP®, AIF®, CDFA®

CONNECT WITH Samantha

CFP®, CSLP®

SLP Wealth

CONNECT WITH Samantha

CFP®

Arise Private Wealth

CFP®

24Acres

CONNECT WITH Max

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CFP^®

CFP^®, Pharm.D., ChFC

CFP^®

CFP^®

CFP^®

CFP^® CPWA^®

CFP^®

CFP^®, EA

CFP^®, CPA/PFS

CFP^®

CFP^®

CFP^®, AIF^®, RICP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, AIF^®, CDFA^®

CFP^®, CSLP^®

CFP^®

CFP^®