Fiduciary advisors in Beverly Hills, CA

Beverly Hills, California

California Financial Consulting, based in Beverly Hills, offers financial planning, investment management, estate planning, tax strategy, insurance analysis, and private banking services. Led by CEO Michael Kamali, a fiduciary advisor holding ChFC, MBA, and Chartered Economist credentials, the firm specializes in serving healthcare professionals including doctors and dentists with retirement planning and tax-efficient wealth strategies. The firm takes a holistic planning approach that incorporates the client's full financial picture and adjusts recommendations as circumstances change.

Beverly Hills, California

FACT Advisors operates in Beverly Hills and Las Vegas, offering financial planning, tax planning, bookkeeping, payroll services, and cryptocurrency advisory to individuals, businesses, and startups. The firm is led by Founder and CEO Jean-Pierre Sfeir, who brings over 15 years of international financial experience, along with a director of tax and accounting and chief developer officer. Services span financial modeling, investment strategies, business formation, tax preparation, and crypto guidance, serving clients across technology, real estate, hospitality, construction, and entertainment sectors.

Beverly Hills, California

Grimsdale Financial Solutions is a tax services firm with offices in Beverly Hills and San Mateo, California, operating for over 10 years. The firm serves individuals, small businesses, and corporations, offering tax preparation, tax planning, bookkeeping, tax resolution, and business consulting. Led by Geoff Grimsdale, an Enrolled Agent (EA) with a bachelor's degree in Financial Planning and tax certifications, the firm applies a proactive approach to tax strategy and compliance.

Beverly Hills, California

M&A Wealth is an investment advisory firm in Beverly Hills, California. The office has a wheelchair-accessible entrance. The office is open daily.

Beverly Hills, California

Michael Saint George is an investment advisory firm in Beverly Hills, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Beverly Hills, California

SteelPeak Wealth is an investment advisory firm in Beverly Hills, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Beverly Hills, California

TWP Financial & Insurance Services LLC is an investment advisory firm in Beverly Hills, California. Services include Insurance Analysis and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.