Financial Advisors in Monrovia, California (Los Angeles County)

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

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

Donald Hance, Jr, CFP, EA
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our goal is to form long-term relationships with our clients so as to create, implement and manage comprehensive financial plans on an on-going, proactive basis. The firm's principal, Don Hance, MBA, EA, CFP, has over 35 years experience in the financial services industry. Our clients benefit from that depth of experience, while also being assured the client's interest always come first.
Glenmore Financial provides these services as part of a comprehensive planning process: Tax Planning Individual Income Tax Return Preparation Retirement Planning Review of Insurance Coverage and Needs Estate Planning - Will and Health of Power of Attorney Investment Portfolio Review Budgeting and Record Keeping Goal Setting Asset Allocation and Investment Implementation General Financial Planning ... See More

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at Merrill Lynch where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back to the community is important to Ray. He is on the Board of Directors for LifeStream Blood Bank and the Board of Elders for Crossroads Christian Church and School.... See More

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, every day.

1. We want clients to meet their objectives. To help clients meet their financial goals, we focus on planning with frequent plan updates.

2. We want clients to sleep at night. We plan for the unexpected and constantly monitor client portfolios, so they can spend their time doing things they want to do!

3. We want clients to be happy they met us. To help ensure clients are happy we’re part of their life, we keep them “in the know” by striving to provide world-class service, frequent contact, 24/7 technology access, and transparency.... See More

David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, our firm provides ongoing asset management service on a percentage of assets-under-management basis for those clients requesting this service.... See More

Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions. Whether growing wealth, financing college, funding retirement, or making any of the other important decisions that every family faces, we will be the trusted advisor that makes the complex manageable.

We are a fee-only firm, so we are only compensated directly by our clients. This assures our clients that our advice is in their best interest, and not tainted by compensation from a third party.... See More

Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around academia: professors, administrators, and supporting staff. I also do planning for individuals who are contemplating a Ph.D. ... See More

Ronnie Kahn, CFP
Ronnie Kahn is a financial planner and registered investment adviser in Woodland Hills, CA, serving the greater Los Angeles area. Kahn's firm Accumulation Strategies, founded in 1998, specializes in fee-only financial planning and wealth management advice. Accumulation Strategies uses its independence to help return a sense of well-being to our money life and avoid common traps and pitfalls around money. When it comes to money, couldn't you spare a change?... See More

Comprehensive Financial planning.

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

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

Andrew McVay, CFP, EA, MBA
Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis. Our specialities include:* Retirement planning & strategy including Social Security* Portfolio selection for both individuals and 401(k) plans* Executive compensation (stock option & deferred comp) planning & strategy* Financial consulting for businesses* Special needs planning & strategy
With over 20 years of finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.As a fee only financial planning firm, our client's interest comes first. Our focus and purpose is to deliver clear value to our clients through thoughtful analysis and sound advice. Please contact us to arrange for a free no obligation consultation to discuss your financial situation and how we can be of service.... See More