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State DirectoryFinancial Planners in Santa Monica, CA
1. Jacob Kinney - Thrivent
730 Arizona Ave, Santa Monica, CA 90401
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Kinney is committed to providing financial advice,…
2. Charles Schwab
826 Wilshire Blvd, Santa Monica, CA 90401
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
4. Merrill Lynch Wealth Management
100 Wilshire Blvd Ste 300, Santa Monica, CA 90401
From Business: Welcome to Merrill Lynch in Santa Monica, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
5. Gerber Kawasaki
2716 Ocean Park Blvd, Santa Monica, CA 90405
From Business: Whether you are a wealthy investor looking for independent, unbiased financial advice or a young family or individual looking to take the first step to building a financial…
6. Ameriprise Financial
12400 Wilshire Blvd, Los Angeles, CA 90025
From Business: The advisor listed is an Ameriprise financial advisor in Los Angeles. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
10. Coast Asset Management
2450 Colorado Ave Ste 100E, Santa Monica, CA 90404
11. Meridian Finance Group
1247 7th St Ste 200, Santa Monica, CA 90401
From Business: Formed in 1993, Meridian Finance Group provides credit, insurance and financial services. Based in Santa Monica, Calif., it serves Latin America with transactions completed in…
12. Morgan Stanley Wealth Management
1453 3rd Street Promenade, Santa Monica, CA 90401
From Business: Morgan Stanley is a global financial services firm and a market leader in securities, investment management, and credit services. With more than 600 offices in 28 countries,…
13. Fidelity Investments
1200 Wilshire Blvd, Santa Monica, CA 90403
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
14. Advisers Pacific Income
1299 Ocean Ave, Santa Monica, CA 90401
From Business: Pacific Income Advisers is one of the leading independent, employee-owned investment advisory firms that manages fixed-income assets for institutional and private clients…
15. HoyleCohen
2120 Colorado Ave, Santa Monica, CA 90404
From Business: We combine expert impartial advice with a wide range of planning and investment options to help you make smart financial and life decisions. We offer - Personalized financial &…
16. Retirement Solutions
12100 Wilshire Blvd, Los Angeles, CA 90025
From Business: Retirement Solutions, LLC, located in West Los Angeles, is your go-to financial planner for women, focusing on the unique needs of single, divorced, and widowed women. Our…
17. Coast Tactical Asset Management
725 Arizona Ave Ste 206, Santa Monica, CA 90401
20. Angeles Investment Advisors Ors
429 Santa Monica Blvd Ste 650, Santa Monica, CA 90401
21. New Century Captial Partners
1510 11th St Ste 207, Santa Monica, CA 90401
24. Windward Capital Management
1111 Santa Monica Blvd, Santa Monica, CA 90401
26. Morgan Stanley
1453 3rd Street Promenade Ste 200, Santa Monica, CA 90401
28. National Planning Corp
401 Wilshire Blvd Ste 1100, Santa Monica, CA 90401
30. New Economy Capital Management
227 Broadway Ste 202, Santa Monica, CA 90401