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Financial Advisors in Sherman Oaks, CA

How to choose a financial advisor in Sherman Oaks

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.

Andy Chong

Financial Advisor

HIGHLINE WEALTH PARTNERS

Sherman Oaks, CA

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Andrew Hass

Financial Advisor

RF&L WEALTH MANAGEMENT, LLC

Sherman Oaks, CA

ProfileNo contact yet

Ioan Grigor

Financial Advisor

BANKERS LIFE ADVISORY SERVICES, INC.

Sherman Oaks, CA

ProfileNo contact yet
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