Financial Planners Certified in Santa Monica, CA

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Jacob Kinney - Thrivent - Financial Planners
(860) 474-3602
730 Arizona Ave
Santa Monica, CA 90401
CLOSED NOW

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…

Charles Schwab - Financial Planners
(310) 752-9951
826 Wilshire Blvd
Santa Monica, CA 90401
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

DocuHome Home Inventory - Financial Planners
(888) 966-6698
201 Wilshire Blvd
Santa Monica, CA 90401
Merrill Lynch Wealth Management - Financial Planners
(800) 937-0310
100 Wilshire Blvd Ste 300
Santa Monica, CA 90401
CLOSED NOW

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…

Gerber Kawasaki - Financial Planners
(310) 441-9393
2716 Ocean Park Blvd
Santa Monica, CA 90405
CLOSED NOW

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…

Ameriprise Financial - Financial Planners
(310) 582-3500
12400 Wilshire Blvd
Los Angeles, CA 90025
CLOSED NOW

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…

Wells Fargo Advisors - Financial Planners
(310) 393-0443
1300 4th St
Santa Monica, CA 90401
O'Sullivan Erin - Financial Planners
(310) 496-5569
12400 Wilshire Blvd Ste 1120
Los Angeles, CA 90025
CLOSED NOW
Meridian Finance Group - Financial Services
(310) 260-2130
1247 7th St Ste 200
Santa Monica, CA 90401
OPEN 24 Hours

From Business: Formed in 1993, Meridian Finance Group provides credit, insurance and financial services. Based in Santa Monica, Calif., it serves Latin America with…

Morgan Stanley Wealth Management - Investments
(310) 319-5299
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…

Fidelity Investments - Financial Services
(800) 873-5131
1200 Wilshire Blvd
Santa Monica, CA 90403
CLOSED NOW

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…

Advisers Pacific Income - Investment Advisory Service
(310) 451-4351
1299 Ocean Ave Fl 2
Santa Monica, CA 90401
CLOSED NOW

From Business: Pacific Income Advisers is one of the leading independent, employee-owned investment advisory firms that manages fixed-income assets for institutional and…

HoyleCohen - Investment Management
(310) 586-1828
2120 Colorado Ave
Santa Monica, CA 90404
CLOSED NOW

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 -…

Coast Asset Management - Investment Management
(310) 576-3500
725 Arizona Ave
Santa Monica, CA 90401
CLOSED NOW
Zuk Financial Group - Financial Planning Consultants
(310) 393-9400
1247 7th St Ste 301A
Santa Monica, CA 90401
CLOSED NOW
Ocean West Capital Partners - Investment Management
(310) 899-6064
520 Broadway
Santa Monica, CA 90401
CLOSED NOW
Redwood Wealth Management - Investment Management
(888) 552-1905
429 Santa Monica Blvd Ste 350
Santa Monica, CA 90401
Angeles Investment Advisors Ors - Investment Advisory Service
(310) 393-6300
429 Santa Monica Blvd Ste 650
Santa Monica, CA 90401
CLOSED NOW
New Century Captial Partners - Investment Management
(310) 451-9073
1510 11th St Ste 207
Santa Monica, CA 90401
CLOSED NOW
Edward Jones - Investments
(310) 394-4001
1250 6th St Ste 203
Santa Monica, CA 90401
Windward Capital Management - Investment Management
(310) 893-3000
1111 Santa Monica Blvd
Santa Monica, CA 90401
CLOSED NOW
Clearstone Venture Partners - Investment Management
(310) 460-7900
1351 4th St
Santa Monica, CA 90401
CLOSED NOW
Morgan Stanley - Investments
(310) 319-5200
1453 3rd Street Promenade Ste 200
Santa Monica, CA 90401
CLOSED NOW
Saybrook Capital - Investment Management
(310) 899-9101
401 Wilshire Blvd Ste 850
Santa Monica, CA 90401
CLOSED NOW
National Planning Corporation - Financial Planning Consultants
(310) 899-7900
401 Wilshire Blvd Ste 1100
Santa Monica, CA 90401
CLOSED NOW
Jem Financial Group Inc - Financial Planning Consultants
(310) 395-3950
330 Wilshire Blvd
Santa Monica, CA 90401
CLOSED NOW
MJW Investments - Investment Advisory Service
(310) 395-3430
1640 5th St Ste 112
Santa Monica, CA 90401
CLOSED NOW
Lancaster Pollard - Financial Planning Consultants
(310) 458-9180
233 Wilshire Blvd Ste 290
Santa Monica, CA 90401
CLOSED NOW
Syndicated Capital - Investment Management
(310) 255-4490
1299 Ocean Ave
Santa Monica, CA 90401
CLOSED NOW
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