Connect with Top-Rated Financial Planners in Pasadena!

Schnieders Capital Management (SCM) is a financial services company that provides custom-tailored portfolios to individuals, foundations, and corporations. Our mission is to enhance the financial well-being of our clients by creating long-term investment plans based on their specific needs and goals. We offer discretionary and non-discretionary services, and our experienced team provides personalized investment advice and access to client portfolios through our website.

Jackson Financial Advisors is a wealth management firm that specializes in providing clients with wealth building strategies, investment consulting, retirement and legacy planning. We work extensively with experienced professionals and business owners whose busy lives and complex financial situations require expert advice. We strive to be the trusted long term wealth management advisor of choice for individuals and families with complex financial needs. Our team of experts includes Senior Vice President Steven C. Jackson, Vice President Steven C. Jackson Jr., and Senior Registered Financial Planning Associate Chalyda Dumayas.

First Financial Consulting offers 100% objective retirement planning and investment management services, providing personalized advice and comprehensive financial planning to individuals, families, and professionals in Pasadena, CA, and surrounding areas. Our team of certified financial planners takes a holistic approach to address our clients' specific needs and goals, ensuring they receive the best possible guidance to achieve financial success.

Citizens Business Bank is a full-service financial institution offering a wide range of banking, lending, and investment services to individuals and businesses. From personal checking and savings accounts to commercial lending and wealth management, our team of experts is dedicated to providing personalized solutions to meet our clients' unique needs. With a focus on relationship banking, we strive to build long-term partnerships with our customers, providing them with the tools and resources they need to succeed. Whether you're looking to start a new business, expand an existing one, or simply manage your personal finances, we're here to help.

Round Hill Asset Management is an investment management firm serving both individual and institutional investors. We invest primarily in publicly traded stocks of U.S. and multinational companies. Our investment approach is based on concepts popularized by Benjamin Graham and expanded by his students such as Warren Buffett. We invest in securities that we determine to be mispriced according to our appraisal of the issuing company's intrinsic value. Our team uses careful research and analysis to arrive at this intrinsic value, considering a company's financial statements, industry prospects, and competitive position.

At Advisor Business Solutions, our client-centered role is working with financial advisor practices seeking guidance, support, and structure to position their firms for a successful transition. We work with CFP's, financial planners, financial advisors offering a broad range of retirement, tax, and financial planning services, wealth managers, trust companies, investment managers, CPA's, and EA's. Our expertise includes working with firm sizes ranging from $25 million to $2 billion AUM, with a focus on solo practitioners, teams, and regional broker-dealer branch offices. We offer customized strategic growth and exit planning solutions throughout the full life cycle of a financial advisor.

Percy E. Bolton Associates, Inc. is a fee-based firm specializing in longevity solutions, providing high-quality, independent financial planning services to clients in Pasadena, CA, and surrounding areas. With a focus on retirement, health decline, grief, and aging, the firm offers tailored financial planning advice, retirement planning, and longevity solutions to help clients achieve financial wellness and peace of mind.

Garabedian Wealth Management Group is dedicated to protecting client wealth while delivering positive returns through proactive wealth management. With a technically driven investment process, they employ quantitative research and computer modeling to guide their proprietary trading systems for both domestic and international asset markets. Their approach helps reduce risk and potential losses, ensuring clients feel reassured about their investments.

Moscaret Investment Advisory is a financial services firm providing investment management, financial planning, and wealth management services to individuals and families in Pasadena, CA. The firm's investment philosophy is centered on helping clients build a solid financial foundation, and they provide a comprehensive approach to financial planning and investing.

At Sea to Summit Wealth Management, we provide personalized guidance and solutions to help simplify and pursue your financial goals. We offer full wealth management solutions and act as the primary point of contact for your financial needs. We are dedicated to providing comprehensive analysis, objective advice, and ongoing education, enabling you to make well-informed financial decisions. From individuals and business owners to corporations and non-profit organizations, our services are designed for your success. Our firm is based on years of experience, providing custom solutions supported by technical experience and extensive resources.

Murphy Investment Advisors, Inc. is a privately owned Investment Advisory firm located in Pasadena, California, providing wealth management services to individuals, trustees, and businesses. We offer a range of services, including investment portfolio management, retirement planning, and wealth protection. With over 25 years of experience, we put the highest priority on personal communication and timely reporting to clients. Our firm is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940.

Williams & Novak Wealth Management is a wealth management firm that provides personalized strategies for its clients. They offer retirement, estate, investment, insurance, and tax planning services. The company is committed to building long-term relationships with its clients, who are guided by experienced advisors. With decades of experience and a passion for success, the company employs a three-part structure to investing, including organizing financial life, incorporating the current financial landscape, and continual monitoring progress.

Wealth Management Partners Of Los Angeles is a financial services company that provides a comprehensive range of services including wealth management, financial advice, real estate investing, financial planning, retirement planning, estate planning, and insurance services. The company's mission is to help its clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Wealth Management Partners Of Los Angeles offers customized solutions to individuals and businesses, helping them navigate the complexities of the financial market and achieve their financial objectives.

Bernard & Johnson is a registered investment advisor providing comprehensive financial planning and wealth management services to individuals nationally. We build customized plans to support clients' life goals, untangle complex financial issues, and offer objective advice to help protect our clients' interests. With a focus on family wealth management, we help clients achieve their financial goals and ensure their financial futures are secure.

Derive Wealth is a financial planning and investment management company that provides personalized financial plans, investment advice, and risk management services to individuals and families in Pasadena, CA and nationwide. With a transparent and flat fee pricing structure, the company works closely with clients to help them make smarter financial decisions and achieve their goals. The team, led by Ryan Miyamoto, CFP, MBA, is dedicated to providing honest and unbiased advice, and works to become a client's trusted partner for years to come.

Strategy Asset Managers offers financial planning services with an experienced hand and a friendly approach. With over 30 years helping families grow their nest eggs to high net-worth individuals managing portfolios, we provide thoughtful and personal financial guidance. Our team has decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments, and private clients. We believe in the importance of understanding your unique financial goals, risk, and return profile, and pride ourselves on our commitment to personal service and customized solutions for your wealth management needs.

Families need an objective financial planning process. In addition, they need to be in control - whether or not they have a family financial planning consultant. With a well-designed and personal financial plan developed in cooperation with the Pasadena Financial Planner, you can be confident that your financial future is secure.

Strategies for Financial Success is a financial planning and investment service that helps individuals and retirees develop strategic, in-depth plans to manage their finances effectively. They focus on creating personalized investment strategies, planning for education, future retirement, and providing unique services for retirees to maintain their lifestyle, manage distributions and taxes, and preserve and protect their wealth.

Spina Financial Services is an independent financial services consulting firm dedicated to helping clients reach their financial goals through comprehensive wealth management services, including investment management, retirement planning, insurance planning, and estate planning. With over 30 years of experience, our commitment is solely to our clients' interests, and we strive to improve lifestyles, empower through education, and build trust through excellent service.