Financial Advisors in Pasadena, California (Los Angeles County)

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpenter, CFA®, CFP®. Carl has over twenty-five years of investment, financial planning, tax, and accounting experience. BFP specializes in retirement planning.
What makes BFP unique?
1) FEE-ONLY - Because we are an independent, fee-only firm, we give objective financial advice. You never have to worry if we are recommending an action that isn't in your best interest simply because we are looking for a fast sales commission.
2) PERSONAL ATTENTION - We give you the individualized personal attention you deserve. With some firms, you may meet the principal for the initial meeting, but after that your accounts are generically outsourced and/or handled by junior staffers. That never happens at BFP!
3) OUR TOTAL SATISFACTION GUARANTEE - We are confident that you will be totally satisfied with our services. If you aren't completely satisfied within the first three months of your asset management start date for any reason, we will gladly refund all fees received.
Call us today to schedule your no-cost, no-obligation initial consultation. Evening and week-end appointments available.... See More

James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Southern California we strive to bring our clients a clear understanding of their financial situation and solid path for their future,... See More

Long-term financial planning requires two very important things – a solid plan and the right guidance towards that plan. Paul and Miriam Ireton provide the best assistance in California when it comes to both these things, and guarantee that the client will not be disappointed with their choices.... See More

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to successful investing is to follow a disciplined investment approach that will hold up in all market conditions. Utilizing a disciplined investment process we strive to capture most of returns available in financial markets during favorable conditions, but effectively mitigate risk during volatile market conditions in order to preserve gains.... See More

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to you. We provide financial planning and management or investment portfolios for individuals and small to medium sized pension plans. Our firm has been named one of the top 100 financial planning firms in the country by Mutual Funds magazine and one of the "top dogs" in Bloomberg Magazine.We emphasize an individualized approach to financial planning and asset management, developed for each client's specific needs regarding income, growth, safety and tax benefits. Some clients look for an advisor to help them plan for the future. Others need an advisor simply because they don't have the time nor inclination to manage their own investments. We are your source of advice in these critical areas of your financial well Summary* More than 30 years in the financial services industry* Faculty at California State University, Fullerton and University of California, Irvine* Speaker at Los Angeles Times Investment Conference* One of Bloomberg's Top Wealth Managers from 2002 - 2006* One of "100 Greatest Financial Planners" by Mutual Funds Magazine, 2001* Frequent guest on public television, often quoted in the Orange County Register... See More

Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.... See More

Daniel Chong
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.
IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.
IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 88 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.... See More

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Ted Fischer, CFP, QPFC

Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.... See More

Kenneth Gross, CFP, EA

Stephan Goyette, CFP

Lauren Klein, CDFA, CFP, EA, MBA

Based in Newport Beach, Klein Financial Advisor, Inc. is a women-owned and women-operated firm offering fee-only investment management and wealth management services to clients throughout Southern California.
Visit our website and Lauren's Blog to see how we think, how we work, and how with partner with women of all ages to help them boost their financial confidence and make smart financial decisions. From rethinking retirement, to rewiring your brain to change how you think about money, we're here to help.
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John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and other clients through his own fee-only firm since 1996. Although the majority of our clients are from the medical field, we serve clients from all walks of life, including retirees. Our Clients' accounts range in size from our minimum of $100,000 to over $2 million.... See More