SoradinSoradin

Financial Advisors in Pacific Palisades, CA

How to choose a financial advisor in Pacific Palisades

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Linda Sherman

Financial Advisor

BLACKRIDGE ASSET MANAGEMENT, LLC

Pacific Palisades, CA

ProfileNo contact yet

Isai Munoz

Financial Advisor

J.P. Morgan Securities Llc

Pacific Palisades, CA

ProfileNo contact yet

Daniel Seo

Financial Advisor

CAERUS INVESTMENT ADVISORS, LLC

Pacific Palisades, CA

ProfileNo contact yet

Arya Naim

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Pacific Palisades, CA

ProfileNo contact yet

Michael Solum

Financial Advisor

Farmers Financial Solutions, Llc

Pacific Palisades, CA

ProfileNo contact yet

Nathan Bergen

Financial Advisor

Wells Fargo Clearing Services, Llc

Pacific Palisades, CA

ProfileNo contact yet
About this city

Nearby cities