Fiduciary advisors in Pasadena, CA

Pasadena, California

Beneficent Financial is a Pasadena-based firm offering financial planning, retirement planning, and insurance solutions. The firm provides services including tax planning, Roth conversions, retirement income planning, dynamic distribution strategies, insurance coverage review, and asset protection strategies tailored to individual client circumstances and goals.

Pasadena, California

CliftonLarsonAllen Wealth Advisors, an SEC-registered investment advisor, offers financial planning, investment management, and tax planning services through its Pasadena office. The firm serves business owners, family offices, individuals, and institutional clients, with advisors holding credentials including CFP, CFA, and CPA designations. Clients access account information and planning documents through a dedicated online dashboard, and the firm provides guidance on portfolio positioning, tax strategy, and estate planning integrated with broader business consulting services.

Pasadena, California

Cetera Investors is an independent financial advisory firm in Pasadena, California, offering financial planning, insurance analysis, and investment management services. The firm operates as part of Cetera, a national financial services organization, and emphasizes independence from product restrictions to align recommendations with client objectives. The firm serves clients across various life stages, from retirement planning through tax-efficient investing strategies, with an approach centered on holistic planning and transparency.

Pasadena, California

Fair Harbor Financial Advisory is an investment advisory firm in Pasadena, California. Services include Investment Management. The firm specializes in Retirement Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pasadena, California

Fee-Only Independent RIA

Fiducia Wealth Management is an independent, fee-only registered investment advisor based in Pasadena, California, operating under a fiduciary standard. The firm provides wealth management, financial planning, and investment management services to high-net-worth individuals, families, and institutions, with a stated approach that incorporates holistic financial analysis and coordination with clients' other professional advisors. The firm conducts annual reviews and maintains ongoing communication to address changing life circumstances and financial needs.

Pasadena, California

Fiduciary Trust International is an investment advisory firm in Pasadena, California. It acts as a fiduciary. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance.

Pasadena, California

Integrative Wealth Partners is a Pasadena-based financial advisory firm that offers investment management and insurance analysis services. The firm works with clients to create goal-focused financial plans and monitor progress as circumstances change, with an emphasis on supporting family financial security.

Pasadena, California

Lake Avenue Financial is an independent Registered Investment Advisor (RIA) in Pasadena offering financial planning and optional asset management on a fee-based model. Founded in 1997 by Alex Chalekian, the firm serves clients throughout the San Gabriel Valley and nationally, with no asset minimums and a fiduciary commitment to client interests. The team includes professionals with credentials such as Certified Financial Transitionist® and Certified Structured Settlement Consultant, and emphasizes a relationship-focused approach that prioritizes client values and clear communication over complex documentation.

Pasadena, California

Marquez Private Wealth Management of Raymond James is an investment advisory firm in Pasadena, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Pasadena, California

Independent RIA

Oliria Financial is an independent registered investment adviser based in Pasadena, California, offering financial planning and investment management services. The firm's advisors hold CFP® credentials and operate under a fiduciary standard, designing personalized strategies that adapt to clients' changing circumstances and life transitions. The firm serves both individual clients and business owners, with particular experience serving medical professionals, and emphasizes transparent fee structures and regular client communication.

Pasadena, California

Raymond James & Associates is an investment advisory firm in Pasadena, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Pasadena, California

Bank-Affiliated

The Boring Financial Company is a Pasadena-based, bank-affiliated wealth management firm specializing in estate planning and generational wealth transfer. The firm offers a range of services including retirement planning, investment growth strategies, education planning, elder care coordination, and financing guidance, all structured around disciplined, systematic approaches rather than speculative tactics. Working with external estate planning attorneys and using financial technology alongside direct advisor relationships, the firm develops personalized plans based on client circumstances and long-term objectives.

Pasadena, California

TheMoneyDiaries is an investment advisory firm in Pasadena, California. The office has a wheelchair-accessible entrance.

Pasadena, California

Independent RIA

WealthArch Investment Services is an independent ria firm in Pasadena, California. It acts as a fiduciary. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Pasadena, California

Wescom Financial is a credit union based in Pasadena, California that offers auto loans, mortgages, home equity lines of credit, personal loans, credit cards, and insurance services. The firm provides investment and securities services through LPL Financial, a registered broker-dealer and investment advisor. Wescom Financial specializes in debt management and serves members across multiple branch locations, with appointment scheduling available for loans, accounts, investments, and insurance services.