Fiduciary advisors in Glendale, CA

Glendale, California

California Financial Partners is a fee-based advisory firm in Glendale with over 20 years of operating history, staffed by nine financial advisors holding credentials including CFP®, CFA, CPA, and CPWA® designations. The firm offers financial planning, estate planning, tax planning, risk management, and business succession planning services, coordinating with clients' external professional advisors as needed. The firm operates on a transparent fee structure with no commissions on investment recommendations and covers all trading costs directly rather than passing them to clients. The firm engages clients at least quarterly and follows a four-step process centered on listening, analyzing financial documentation, comprehensive planning across estate, tax, and risk areas, and ongoing monitoring.

Glendale, California

Enjoy Financial, located in Glendale, California, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm is founded and led by Shelby J. Rothman, a CFP and CPFA with over two decades of experience, alongside Lead Advisor Adam Fallert and Operations Manager Binnie Phung. The firm uses a three-step planning process—acquaint, assess, and achieve—focused on retirement income and legacy planning with a holistic approach. Team members hold relevant credentials including Series 7, Series 66, and California life and health insurance licenses.

Glendale, California

Insurance-Based

Jennifer Joseph, Financial Advisor - Eagle Strategies is an insurance-based firm in Glendale, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Glendale, California

Marshall Wealth Advisors is a multi-family office in Glendale, California, led by John Marshall. The firm provides business exit planning, estate planning, investment management, and multi-generational wealth planning services to clients seeking to preserve and transition wealth across family generations. The firm emphasizes long-term client relationships and personalized guidance based on individual circumstances and risk tolerance.

Glendale, California

Universal capital wealth management is an investment advisory firm in Glendale, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Glendale, California

WestPac® Wealth Partners (Glendale) is an investment advisory firm in Glendale, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.