Status: Tax/Financial Planner (70)

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    We are a fee-based independent financial planning firm in Los Angeles who specializes in helping clients with retirement planning, estate planning and tax. Our advisors are highly educated, credentialed and up-to-date on the areas which we specialize in. Being a fiduciary financial advisory firm we maintain an objective, non-salesy approach to helping people understand and maximize their financial lives.

    Tax/Financial Planner
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    Miracle Mile Advisors

    Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard.

    Tax/Financial Planner
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    Financial Planner Los Angeles David Rae

    Financial Planner Los Angeles David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. In addition to his regular Financial Planner Los Angeles post, he also blogs for The Huffington Post, David Rae is a featured financial columnist for The Advocate magazine as well as an in-demand Financial Expert for quotes and insights ranging from VOGUE to TIME and even things like Money Magazine. To engage and intrigue his readers, he frequently references both high and pop culture to illustrate how money, attitude and behavior influence each other, whether for good and for ill. David Rae is no stranger in front of the camera either, having been interviewed for numerous segments on ABC, KTLA, CBS NBC and KCAL News broadcasts, as well as appearing on the Bravo TV show like “Newlyweds” and “Kathy Griffin My Life on the D-List.”

    Tax/Financial Planner
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    Samuel Rad

    Samuel Rad is an award winning fee-based Financial Planner with Affluencer Financial Advisors in Los Angeles, California. Mr. Rad has multiple licenses in the investments, real estate and insurance fields. He has spent a considerable amount of his career lecturing at universities and companies, on financial topics such as financial planning, retirement planning, and estate planning. He currently lectures at UCLA and West Los Angeles College. Sam Rad Voted Los Angeles’ best Certified Financial Planner. Committed to helping you accomplish your financial goals. You have worked hard to build up your wealth over the course of your lifetime. Through proper financial planning, you can maximize your assets and property for years to come—especially as you near retirement. For the guidance and advice you need in these efforts, work with award-winning Los Angeles Certified Financial Planner Samuel Rad. With his years of experience and multiple licenses in investment, real estate, and insurance fields, Sam is the resource you need when preparing for your financial future. He is also a fee-based financial advisor, which means he focuses more on advice than sales. A range of financial and retirement planning services tailored to your specific needs. Working with a Certified Financial Planner (CFP) like Sam means you receive the personal attention and dependable guidance you need and deserve as you engage in proper planning. His firm’s comprehensive services include the following: Holistic Financial Planning: Sam and his elite team enable you to effectively manage your finances, giving you ultimate control and greater flexibility as you plan for the future. This may include preparing for retirement, investments, taxes and Social Security benefits, among others. Asset Management: Sam and his firm leverage a sound process to develop, execute and continuously analyze an asset management strategy that best fits your unique goals. Sam keeps his clients informed at all times and thoroughly explains all the options available. As an instructor at UCLA Sam has a talent for explaining complex subjects in a clear method. Sam uses unique and safe investments which offer clients consistent growth for retirement. Wealth & Estate Planning: Everyone in California should have an estate plan, especially if you have considerable assets or property. Samuel and his team of attorneys will help you establish a plan that allows you to provide more of your wealth to your chosen beneficiaries and avoid costly estate taxes. Real Estate Advice: Most financial firms do not advise on one of the biggest investments that their clients own. Sam is an expert in real estate planning and advice. Whether you are buying a home or selling one, he will guide you on what strategy maximizes your profits. Tax Strategies: If necessary, Samuel offers cohesive advice on how you can best leverage your money while reducing your tax exposure. In areas like tax planning, retirement planning, investment guidance, taxes play a very important role in giving you a cutting edge. The value of a dedicated Certified Financial Planner like Sam When you work with Sam, you will meet one-on- one with a Los Angeles financial advisor who cares about your needs, goals, and concerns as they relate to your finances. Rather than taking a one-size- fits-all approach, he focuses on carefully analyzing your situation and developing a strategy that is right for you. He speaks clearly without technical terms so you can understand what you are doing in order to make smart financial decisions for yourself and your family. Whether you are close to retirement or have a decade or more to prepare, your plan will depend on your specific income, expenses, assets, liabilities, savings, investments and any other relevant factors unique to you. Schedule Your Free Financial Planning Session with Sam Today Samuel Rad is a fee-based advisor dedicated to helping you secure the financial or retirement goals you’ve always wanted. To learn more, contact his Los Angeles financial planning firm online or at 310-935-4726 today and set up an appointment.

    Tax/Financial Planner
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    Financially Wise Women

    I’m so happy you found us. The fact that you’ve landed on our website tells me you have been searching for some answers, guidance and help in regards to your personal finance. For a place you can call your own. For a team who understands the journey you’ve been on in your financial life. I know this because I’ve been there, too. I’ve been where you are now, and I’ve made it to the other side--and created a financial firm to help more women like you do the same. This is a place that empowers you about your money and talks to you in a way that makes sense, and doesn’t diminish you or your power. I’m a financial planner you can actually trust to guide you on your path, and share the best strategies and solutions to your money questions and concerns--not just sell you products. I want to to inspire you to use your money to live your dream life. To teach you money principles that will change your financial life for the better, forever. I want to be a partner for you as you navigate the different stages in your life--getting married, starting a family, buying a home, investing for retirement. I won’t talk down to you and make you feel stupid, afraid or ashamed of your money past--instead, I’ll listen. I understand that you’re looking for a team who supports you, cheers you on and celebrates your financial victories right alongside you. We are that team. That safe haven. The place you knew in your heart existed and have finally found. So, welcome. Come join us and the other women and couples just like you who have taken the leap and joined us on the financially wise journey.

    Tax/Financial Planner
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    Disciplined Money, LLC

    After years of investing in the tools and life experiences to get you here, you are ready to reinvest in yourself. Today, your plan is not complicated. In many cases, you are either just getting started or starting over. You want to review your choices and see how various choices impact your long term results.

    Tax/Financial Planner
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    Phoenician Financial Planning, LLC

    J.K. Roberts has worked in the investment and finance field since 2003. He is both a Certified Financial Planner™ certificate holder and Chartered Retirement Planning Counselor℠. He earned a Master's in Business Administration and a Bachelors in Business Management. He currently holds an Arizona Producers Life Accident and Health or Sickness license and the IRS preparer tax identification number needed to complete client tax returns. In the past, he held several Financial Industry Regulatory Authority investment securities licenses. He has worked with high net worth clients for the for The Vanguard Group and Ameriprise. While at Merrill Lynch, he built financial plans for hundreds of clients of all income levels. Additionally, he has worked with Jackson Hewitt and the Arizona Department of Revenue during tax season. Mr. Roberts spends his free time volunteering his financial expertise over the years. He has served as Treasurer for several non-profit organizations, including his daughter's school Parent Teacher Association, the F.Q Story Preservation Association and political campaigns for candidates running for Tempe City Council and the Osborn School District. He also taught financial literacy for various charity organizations and offered tax expertise to help low income families filing through the IRS Volunteer Income Tax Assistance program.

    Tax/Financial Planner
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    Mathis Wealth Management

    IMPORTANT CONSUMER INFORMATION: This information is intended for use only by residents of AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MO, MT, NE, NM, NY, NC, OH, OR, PA, RI, SC, TX, UT, VA, WA and WY. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ and OR. Mathis Wealth Management is a full-service financial investment advisory firm based in Phoenix, Arizona and founded by Larry Mathis, CFP® AIF®. Mathis Wealth Management offers independent financial planning and investment management. We believe that a comprehensive approach to financial planning is key to helping our clients achieve their goals. Every plan we do is tailored to each individual client. Our services are designed to help you: • Identify those things that you value most • Make smart choices with your money and avoid costly financial mistakes • Simplify your financial decisions and simplify your life • Improve your cash flow and improve your personal relationships • Identify and protect yourself against risks of financial loss • Maximize your wealth potential and provide measurable progress of goal achievement At Mathis Wealth Management, we focus on helping clients improve their lives, as well as the lives of their families, both personally and financially. It is our goal that the information we share will do the same for you.

    Tax/Financial Planner
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    Foothills Financial Planning

    Foothills Financial Planning was started in the Ahwatukee Foothills of Phoenix with a simple mission: provide high quality, commission-free financial planning to people from all walks of life, regardless of net worth and annual income. If you are an individual or small business that is looking for professional, objective financial advice, come learn how we can help you make personalized financial decisions that make sense for you. Our fee-only financial planning advice provides ongoing investment management with no incentive to buy specific products. You receive independent, objective financial advice from an advisor whose interests are aligned with your own. As a licensed Investment Advisor in Arizona and Utah, Foothills Financial Planning is held to a fiduciary standard. That means we must provide objective financial advice that is in the best interests of our clients. It is our legal obligation. Unlike most financial advisors, we operate independently and don't receive commissions for selling specific products, so our recommendations are based solely on your needs. We do our best to avoid all conflicts of interest, so we can remain focused on your future. Learn more about the services we provide, or contact us today to schedule a complimentary Get Acquainted meeting and to start down the path of achieving your financial objectives.

    Tax/Financial Planner
  • The Sensible Money Team

    Dana Anspach Founder and CEO CFP®, RMA®, Kolbe CertifiedTM Consultant Dana’s favorite way to play is on the back of her Harley Softail Slim riding through the curves. Dana’s roots are Midwest, born in Iowa and then spending many years in St. Louis, MO, before moving to Florida, where she went to high school and college (go Gators!) Then it was off to Colorado where she began her career as a financial planner in Grand Junction in 1995. She moved to Arizona in 2001 to head up the wealth management division of a CPA firm. She founded Sensible Money in 2011 to focus on her passion of building a brand that is all about the client. In addition, she writes for MarketWatch and is the author of Control Your Retirement Destiny and Social Security Sense.

    Tax/Financial Planner

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