Skip to main content
BestProsInTown

Financial Planners near Santa Monica

Financial Planners near Santa Monica picked by BestProsInTown

Northwestern Mutual

Northwestern Mutual

2800 28th St #327, Santa Monica

Sun Closed

5.0 1 reviews

“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.”

Satori Wealth Management, Inc.

Satori Wealth Management, Inc.

12100 Wilshire Blvd 8th floor, Los Angeles

Sun Closed

5.0 20 reviews

“Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…”

AIO Fee Only Financial Advisors

AIO Fee Only Financial Advisors

4th & 6th Floors, 433 N Camden Dr, Beverly Hills

Sun Closed

5.0 19 reviews

“I recently started working with Bill at AIO financial advisors and I find him a pleasure to work with. He is helpful, knowledgeable, easy to talk with, and makes the process clear. We are in the early stages of getting things set up so my review is based on all these initial steps--it has been great!”

Filters

Searches Financial Planners around Santa Monica, CA and opens the results.

Rating
Price range

Leave all off to include every price.

Distance