Financial Advisors in Van Nuys, California (Los Angeles County)

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalty is to you. We provide customized financial planning, investment advice, and portfolio management services tailored to meet your individual needs.... See More

Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan reviewing all areas of your finances, a la carte advice, or a second opinion. We do not sell products, nor do we receive any commissions or third-party referral fees which ensures flexibility and objectivity. We are a Fiduciary. Free Get Acquainted Meeting.... 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.

Scott Colton, CPA/PFS, MST
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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

Ted Fischer, CFP, QPFC

Stephan Goyette, CFP

Kenneth Gross, CFP, EA

Greg Meyer, CPA
Greg Meyer founded New Wave Financial Services to help technology entrepreneurs and professionals make sense of their complicated finances. His goal was to bring a holistic approach to the industry that would allow him to alleviate the stress often associated with taxes, investment management, and financial planning. As a CPA and a CFP, Greg has over nine years of experience advising clients on their tax and financial needs. He has become an expert in strategic financial planning and wealth management. Today, Greg continues to offer his clients complete financial security so that they can focus on what they do best.... See More

Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
Your Best Interest - Your investments, tolerance for risk, retirement planning, education planning, insurance and risk management needs, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals.
Client-Centered Approach - We listen to you. Once we know what is most important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life.
Our commitment is to provide professional unbiased, financial, tax and life planning advice and to serve as a trusted advisor on whom you can rely for planning and counsel. We look forward to providing you with the rewards of our planning efforts.... See More

Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and investments.... See More

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and small business owners that seek a long-term relationship with their financial advisor. Please visit our webpage at www.wpduff.com for more information.... See More

Delia Fernandez, CFP, MBA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, MI, NV, OH, and OR... See More