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Top Rated Financial Advisors in La Jolla, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in La Jolla, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in La Jolla, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in La Jolla, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Edelman Financial Engines, LLC

Anthony Arriaran, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Pasadena, California area.
Pasadena, CA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Edelman Financial Engines, LLC

Ryan Cosgrove, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the El Segundo, California area.
El Segundo, CA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Matthew Pixa

My Portfolio Guide, LLC
CFP®
Matthew Pixa, a financial fiduciary, provides financial services to clients in the Seal Beach, California area. Matthew holds a CFP® certification. Matthew has over 26 years of experience.
Seal Beach, CA
Telephone Advisor
Telephone: 562-799-5595
Visit Advisor Website
www.myportfolioguide.com

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Charles Schwab

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2017 and provides financial services to clients in the Anaheim, California area.
Anaheim, CA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

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Jarret Rodriguez-Conklin

Homestead Wealth Management
CIMA®, ChFC®
Jarret Rodriguez-Conklin, a financial fiduciary, provides financial services to clients in the San Dimas, California area. Jarret holds a CIMA®, ChFC® certification. Jarret has over 19 years of experience.
San Dimas, CA
Telephone Advisor
Telephone: 909-667-0587
Visit Advisor Website
https://www.homesteadwealthmgt.com

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.
Woodland Hills, CA
Telephone Advisor
Telephone: 469-915-4786
Visit Advisor Website
https://www.dashinvestments.com/

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Pure Financial Advisors LLC

Pure Financial Advisors, LLC
Pure Financial Advisors LLC, a financial fiduciary, provides financial services to clients in the Woodland Hills, California area. Pure has over years of experience.
Woodland Hills, CA
Telephone Advisor
Telephone: 818-805-5500
Visit Advisor Website
https://purefinancial.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

Name(s) of Custodian(s):
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

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Andrew Chabot

Rancho Wealth Management
MBA, CFP®
Andrew Chabot, a financial fiduciary, provides financial services to clients in the Rancho Cucamonga, California area. Andrew holds a MBA, CFP® certification. Andrew has over 15 years of experience.
Rancho Cucamonga, CA
Telephone Advisor
Telephone: 858-784-1513
Visit Advisor Website
https://www.ranchowealth.com/team

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

Asset Requirement: $100,000

Name(s) of Custodian(s):
Pershing, LLC

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Serena Kim

Prudential
Serena Kim, a financial fiduciary, provides financial services to clients in the Carlsbad, California area. Serena has over years of experience.
Carlsbad, CA
Telephone Advisor
Telephone: 760-930-7629
Visit Advisor Website
https://www.prudential.com/advisor/serena-kim

Additional Information:

    Fee Structure

  • Fee-Based
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