Explore Financial Advisors Serving Pasadena, CA

Review the services and client experiences of 8 financial advisors serving Pasadena, CA. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Arroyo Investment Group is a fee-only financial planning and investment management firm offering GIPS-compliant services to individuals and families nationwide. We specialize in active portfolio management, risk control, and comprehensive financial planning with a fiduciary commitment to transparency. Our institutional-quality approach helps clients build and protect wealth through market cycles while maintaining full visibility into investment performance.
Investment Management Financial Planning Trust Consultation
First Financial Consulting is a fiduciary financial advisory firm specializing in retirement planning, investment management, tax strategies, and estate planning. With over 45 years of experience, we provide personalized, objective advice tailored to clients' unique financial goals. Our services emphasize long-term wealth preservation and legacy planning for individuals and families.
Retirement Planning Investment Management Tax Planning
Percy E. Bolton Associates provides independent, fiduciary financial planning services specializing in retirement, longevity, and aging solutions. Our firm helps clients navigate complex financial decisions through personalized strategies that address estate planning, tax optimization, and multi-generational wealth transfer. We prioritize client education and long-term relationship-building to ensure financial security aligned with individual life aspirations.
Retirement Planning Estate Planning Tax Planning
Garabedian Wealth Management provides proactive wealth management services focused on capital preservation and risk control. We utilize quantitative analysis and active portfolio management strategies to navigate market cycles while prioritizing client financial goals. Our approach combines technical market analysis with personalized financial planning tailored to individual needs.
Portfolio Management Wealth Planning Risk Control
Proactive portfolio management Personalized financial planning Systematic risk control
Not rated yet
Bernard & Johnson
17 Years
Not rated yet
Bernard & Johnson is a California-based financial advisory firm providing personalized investment advisory services and comprehensive financial planning. Specializing in retirement planning, estate management, and wealth preservation, the firm helps clients navigate complex financial decisions with customized strategies. As an independent registered investment advisor since 2016, they prioritize objective advice and long-term client relationships.
Financial Planning Investment Advisory Retirement Planning
Derive Wealth delivers personalized financial planning and investment management services with transparent flat fees. We create customized strategies for taxes, cash flow, investments, and risk management, tailored to individual goals. Our certified advisors prioritize client needs through adaptable plans and nationwide support.
Financial Planning Investment Management Tax Strategy
Round Hill Asset Management is a registered investment advisory firm specializing in value-driven equity investments. We focus on identifying undervalued publicly traded companies through rigorous fundamental analysis and intrinsic value assessment. Our strategy emphasizes capital preservation and long-term growth by leveraging proven principles from Benjamin Graham and Warren Buffett's investment philosophies.
Investment Management Portfolio Analysis Market Research
Strategy Asset Managers offers tailored financial planning and investment solutions for individuals, families, and institutions. Specializing in long-term wealth management, the firm provides retirement planning, estate preservation, tax-efficient strategies, and risk management services. With a client-centric approach and decades of combined experience, their team delivers customized portfolios aligned with unique financial goals and market conditions.
Investment Management Retirement Planning Estate Preservation
Los Angeles (8.7 mi) Beverly Hills (15.5 mi) Torrance (24.3 mi) Rosemead (6.2 mi) Glendale (6.3 mi) Whittier (13.3 mi) Glendora (16.0 mi) Culver City (16.8 mi) Compton (17.9 mi) San Fernando (19.2 mi)