Connect with Top-Rated Financial Planners in El Segundo!

Urban Wealth Management Group is a boutique wealth management firm led by women, built for women. We provide investment management, financial planning, retirement planning, insurance services, and estate planning. Our advisors and members are fundamentally driven by their fiduciary responsibility to do what's in our client's best interest. We aim to provide our clients with autonomy to live their life of their own design by using all of their assets to fulfill their dreams and follow their passions.

Laine Wealth Management is a financial advisory firm that specializes in providing personalized wealth management services to individuals, families, and businesses. The firm's team of experts uses a holistic approach to combine comprehensive wealth planning with their clients' life values and goals. With over 30 years of experience, Laine Wealth Management has been providing objective advice and personal service to its clients. The team is committed to helping clients improve the quality of their lives by taking a comprehensive approach to wealth management. Clients work closely with their advisors to understand their financial goals and create a customized wealth management plan that suits their needs. Laine Wealth Management is dedicated to providing exceptional service and expertise to help clients achieve their financial objectives.

Jacobs Asset Management is an established money manager focused exclusively on investing in the financial services space. With a long/short equity hedge fund and several other funds, JAM seeks to generate high returns by making long-term investments into financial services businesses. Besides its core hedge fund, JAM also offers growth capital and partial shareholder liquidity to growing financial services companies through its JAM Special Opportunities Funds. With nearly $250 million in committed capital, JAM has established itself as a reputable player in the financial services industry.

Clarity Wealth Management is a comprehensive financial services firm founded upon traditional Christian values of service and stewardship. Our boutique practice serves a private client group that values the intentional commitment we bring in overseeing their financial affairs. With our affiliation with LPL Financial, we offer objective advice while providing the benefits of a larger firm. Our clients enjoy a collaborative experience as we work in concert with an experienced group of estate, tax, real estate, and life management professionals. We are branded by our passion for service, technical ability, personal concern, and utmost discretion. Our goal is to provide meaningful relationships and multi-generational client loyalty.

A premier wealth management firm dedicated to providing customized financial strategies and objective advice to individuals, couples, and families. We believe that every individual has a unique financial story and goal, and our expert team is committed to helping our clients achieve their financial aspirations. Our services include retirement planning, investment management, and estate planning. We strive to build long-term relationships with our clients, understanding that their financial goals are intertwined with their personal and family goals. Our team of experienced professionals works closely with each client to develop a personalized plan that aligns with their unique needs and goals. Whether you're planning for retirement, navigating a major life change, or simply seeking guidance on managing your finances, our expert advisors are here to help.

Kaye Capital Management is a financial planning and wealth management firm that helps individuals and businesses achieve their financial goals. Our team of certified professionals provides institutional retirement plan services, investment management, and financial consulting to create financial confidence. We believe that building financial confidence starts with a plan, and we're here to help our clients navigate the complexities of their financial journey. With a focus on institutional consulting and investment management, we work closely with our clients to understand their unique needs and create personalized financial plans tailored to their goals. Our experienced team, led by Ken Watten and David Hilton, has years of experience in the financial services industry and is committed to providing exceptional service and expertise.

Reef Wealth Management is an independent wealth management firm with a fiduciary focus. We believe values matter, and we live by ours every day. Our mission is to educate and guide people in the implementation of informed decisions for themselves and their family's financial future with an emphasis on cash flows. We offer holistic financial strategies tailored to your goals. Our services include retirement planning, investment services, and estate planning. We prioritize our clients' overall financial success and build long-term relationships built on open and honest communication.