Financial Advisors in La Puente, California (Los Angeles County)

Scott Colton, CPA/PFS, MST
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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

Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, prudently manage your assets, answer your personal finance questions, and help you make informed financial & tax decisions. Brandon does not sell financial products or any receive commissions. In 2017 Brandon Wren began with a simple idea: Start a firm that strictly advocates for clients by providing independent & objective financial & tax advice. This business model is designed to eliminate conflict of interest while delivering unparalleled objective advice at a reasonable price.
Services:
-Tax Preparation & Representation -Tax Planning -Financial Coaching Differentiators:
- 100% Fiduciary (Client interest first at all times) - Independent - Objective - Transparent
Guarantee: Here's Brandon's Commitment: If the tax & financial coaching services do not pay for itself in: reduced taxes, reduced investment expenses, and/or a positive increase to your Net Worth over time services will be free of charge. This is not a gimmick; it is a simple value proposition.

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Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standing relationships with them. We learn about what’s important to them, whether it be material wealth, taking care of their family, or contributing to society. We then devise a plan that optimizes their chances for success. Our full wealth plan includes an analysis of your investments, cash flow, retirement goals, tax planning strategies, and insurance and estate planning. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, small-business owners, and other individuals who’ve simply worked hard for their entire lives to create a nest egg for themselves. We offer a complimentary consultation; please contact us to schedule a time. ... See More

I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, or never married, women need to know how to generate an income stream that will last throughout their lifetime so that they feel more secure about their financial future. My objective is to help women clients preserve their wealth, manage their risk, and free up their time so that they can do the things that are truly enjoyable in life.... 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

Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.
With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients-and invests in the same funds-that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.... See More

Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Whether its retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions is challenging. Ms. Parker has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans and Investment Management services. The initial consultation, either by phone or in person, is free of charge or obligation. It is a time to see whether or not the client and Advisor are a good fit. Any additional services are available by either an hourly fee or a quoted flat fee.Investment Management services are billed as an annual percentage of Assets Under Management (AUM). Our Fee range for Investment Management starts at 1% of Assets under our Management per year. Discounts for Investment Services start at $600,000 for total household account. Financial Planning Services range from $850 for a single planning issue to between $1500-$5500 for a Comprehensive Financial Plan. We believe in helping the communities we serve, and therefore we do not require a minimum account size to work with us.Ms. Parker strongly believes in giving back to her community and her Industry. Ms. Parker is a active member of the OC Financial Planning Association where she serves on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program.... See More

Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you.
Investment Management
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Schedule a Virtual Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com... See More

Noa Hoffman, CFP, CFP

Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heartedly on the principle of equality, we're an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here. What sets us apart OUR IDENTITY
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding. FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It's also our fiduciary duty to do what's best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it's unfortunately not the standard. IMPARTIAL
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. TECHNOLOGY
Like our office? You're in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location.... See More

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

Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative solutions that are suited to your unique situation.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
CA License Number 0E51490.... 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