Top Rated Financial Advisors in Santa Monica , California

Telephone: 310-451-3339

https://www.eddyfinancial.com/

Additional Information:

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Michael Cannone

Westmount Partners

Michael Cannone, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael has over 22 years of experience.

Los Angeles, CA

Telephone: 310-556-2502

http://www.westmount.com/

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $3,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
401K Rollovers
Wealth Management
Money Management
Risk Management

Edelman Financial Engines, LLC

Ryan Cosgrove, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the El Segundo, California area.

El Segundo, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Guillermo Saade

Prudential

Guillermo Saade, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Guillermo has over years of experience.

Los Angeles, CA

Telephone: 213-884-1724

https://www.prudential.com/advisor/guillermo-saade

Alano Massi

Palm Capital Management

CFP^®

Alano Massi, a financial fiduciary, provides financial services to clients in the Calabasas, California area. Alano holds a CFP^® certification. Alano has over 16 years of experience.

Calabasas, CA

Telephone: 805-727-2700

https://www.palmcm.com/

Additional Information:

Years of Experience:
16 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

Pure Financial Advisors LLC, a financial fiduciary, provides financial services to clients in the Woodland Hills, California area. Pure has over years of experience.

Woodland Hills, CA

Telephone: 818-805-5500

https://purefinancial.com/

Additional Information:

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Risk Management

Name(s) of Custodian(s):
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Woodland Hills, CA

Telephone: 818-309-4065

https://www.dashinvestments.com/

Additional Information:

Fee Structure

Fee-Only

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Woodland Hills, California area.

Woodland Hills, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Christian Johnson

California Financial Partners

CFP^®

Christian Johnson, a financial fiduciary, provides financial services to clients in the Glendale, California area. Christian holds a CFP^® certification. Christian has over 13 years of experience.

Glendale, CA

Telephone: 818-637-0177

https://calfp.com/

Additional Information:

Years of Experience:
13 Years

Fee Structure

Fee-Based

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Financial Advice & Consulting
Financial Planning for Individuals

Ira Zito

Financial Peak

CFP^®, ChFC^®

Ira Zito, a financial fiduciary, provides financial services to clients in the Westlake Village, California area. Ira holds a CFP^®, ChFC^® certification. Ira has over 34 years of experience.

Westlake Village, CA

Telephone: 818-639-9278

https://www.financialpeak.us

Additional Information:

Years of Experience:
34 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Asset Requirement: $50,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Anthony Arriaran, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Pasadena, California area.

Pasadena, CA

Telephone: 877-208-7414

https://www.edelmanfinancialengines.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Michael Lynch

Lynch Financial Advisors

Michael Lynch, a financial fiduciary, provides financial services to clients in the Roseville, California area. Michael has over 19 years of experience.

Roseville, CA

Telephone: 916-772-3103

lynchfinancialadvisors.com

Additional Information:

Years of Experience:
19 Years

Fee Structure

Fee-Only
Flat Fee

Asset Requirement: $0

Financial Services Provided:

Tax Advice and Services

Name(s) of Custodian(s):
Charles Schwab

Mission Wealth Management, LP

Mission Wealth Management, LP, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Santa Barbara, California area.

Santa Barbara, CA

Telephone: 805-882-2360

https://missionwealth.com