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    Financial Consulting Courses Los Angeles Near Me

    Samuel Rad, Certified Financial Planner CFP - Fiduciary Financial Advisor Los Angeles, CA Private Wealth Management - UBS Financial Services Inc. Pathway Financial Services, LLC Cornerstone Research Churchill Management Group David Rae, Certified Financial Planner, Accredited Investment Fiduciary TIAA Financial Services Keyser Financial Services Financially Wise, Inc. Class XVI Northstar Financial Consulting Group AFFLUENCER FINANCIAL ADVISORS
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    Merrill Lynch Wealth Management Advisor Grant Ponder Los Angeles
    Merrill Lynch Wealth Management Advisor Grant Ponder Trusted reputation: Rely on Merrill Lynch, a registered brokerdealer and investment adviser, for sound financial advice and services.... 45 users are already VIP
    Northstar Financial Consulting Group Los Angeles
    Northstar Financial Consulting Group Expert Tax Strategies: We decode complex tax loopholes used by big corporations and implement them for your small business growth.... 462 users are already VIP

    1. Samuel Rad, Certified Financial Planner CFP - Fiduciary Financial Advisor - Culver City

    · 24 reviews

    13340 W Washington Blvd, Los Angeles, CA 90066, United States

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    1. 1. Fiduciary Financial Advisor: Samuel Rad is a trusted fiduciary financial advisor in Los Angeles, always prioritizing your best interests.
    2. 2. Comprehensive Financial Planning: With multiple licenses, Samuel Rad offers award-winning financial planning services tailored to your needs.
    3. 3. Expertise and Recognition: Voted the best financial advisor in LA, Samuel Rad is known for his outstanding success and respected reputation.
    4. 4. Fee-Only Services: As a fee-only financial advisor, Samuel Rad provides transparent and unbiased financial guidance for your peace of mind.
    5. 5. Wealth Management Excellence: Samuel Rad and his team are recognized as one of the best wealth management firms in Los Angeles.

    2. Los Angeles, CA Private Wealth Management - UBS Financial Services Inc. - Los Angeles

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    · 1 reviews

    2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067

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    1. 1. Industry-Leading Wealth Management: UBS offers top resources and solutions to help clients achieve their financial goals effectively and efficiently.
    2. 2. Client-Centered Culture: UBS prioritizes client needs, fostering successful relationships between Financial Advisors and clients for personalized financial strategies.
    3. 3. Experienced Market Executive: Lauren Gorsche leads a team of 132 Financial Advisors managing $100+ billion in assets, ensuring quality service and customized financial advice.
    4. 4. Associate Market Executive: Alexa coaches Private Wealth Advisors to grow their businesses and serve clients with excellence, overseeing $100+ billion in assets in the Los Angeles Market.
    5. 5. Seasoned Market Supervisory Officer: Jennifer brings over twenty years of industry experience to her role, ensuring compliance and quality service for clients in the Los Angeles Market.

    3. Pathway Financial Services, LLC - Mar Vista

    · 12 reviews

    13101 Washington Blvd #241, Los Angeles, CA 90066

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    1. 1. Personalized Financial Planning: Tailored plans to meet your unique goals and concerns for a secure financial future.
    2. 2. Fee-Only Structure: No conflicts of interest - you are the only one who pays us for unbiased advice.
    3. 3. Expert Guidance: Experienced professionals offering consultations and investment management services for better financial decisions.
    4. 4. Data Privacy: Serious about protecting your information with compliance to the California Consumer Privacy Act.
    5. 5. Client-Centered Approach: Jen Mulder, the best Los Angeles Financial Advisor, provides patient and tailored financial plans for your needs.

    4. Cornerstone Research - Los Angeles

    · 1 reviews

    555 W 5th St 38th floor, Los Angeles, CA 90013

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    1. 1. Expert Testimony: Cornerstone Research is known for providing top-notch economic and financial consulting services, backed by expert testimony.
    2. 2. Diverse Opportunities: Whether you are an undergraduate, graduate student, M.B.A., or Ph.D. holder, Cornerstone Research offers a variety of exciting roles.
    3. 3. Global Presence: With nine locations across the United States and the United Kingdom, Cornerstone Research provides opportunities on an international scale.
    4. 4. Career Development: Joining Cornerstone Research means access to a range of corporate and administrative roles to help you grow and advance in your career.
    5. 5. Personalized Experience: Cornerstone Research looks forward to learning more about you and how you can contribute to their team.
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    5. Best Financial Services - Los Angeles

    2420 7th Ave, Los Angeles, CA 90018

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    6. Churchill Management Group - Mid-Wilshire

    · 2 reviews

    5900 Wilshire Blvd #400, Los Angeles, CA 90036

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    1. 1. Personalized Wealth Management: Tailored strategies crafted by seasoned experts to guide you towards a secure and prosperous future.
    2. 2. Experienced Team: Led by Don Richner, a Certified Financial Planner with decades of industry experience and a dedicated team.
    3. 3. Comprehensive Financial Services: From retirement planning to investment management, Churchill Management Group offers a wide range of financial solutions.
    4. 4. Client-Centered Approach: Building relationships based on respect, trust, and open communication to meet clients' unique financial goals and needs.
    5. 5. Proven Investment Strategies: Utilizing a multi-strategy approach to investing, Churchill aims to manage risk and seek long-term capital growth for clients.

    7. Morgan Stanley Financial Advisors - Los Angeles

    · 1 reviews

    10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024

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    8. David Rae, Certified Financial Planner, Accredited Investment Fiduciary - Beverly Grove

    · 18 reviews

    529 N Kilkea Dr, West Hollywood, CA 90048

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    1. 1. Expert Financial Guidance: David Rae, a Certified Financial Planner, offers personalized advice to help you achieve your financial goals.
    2. 2. Recognized Industry Leader: Named one of the top 100 Financial Advisors in America by Investopedia for 6 consecutive years.
    3. 3. Media Presence: Featured on popular TV shows and publications, David Rae is a sought-after financial expert with a wealth of knowledge.
    4. 4. Tax Planning Specialist: With a focus on tax planning, David Rae helps clients save money and maximize their financial potential.
    5. 5. Proven Results: Learn how a Cash Balance Plan can save business owners up to $150,000 in taxes, setting you up for financial success.

    9. LPL Financial - Los Angeles

    714 W Olympic Blvd, Los Angeles, CA 90015

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    10. Farrar Financial Services - Playa Vista

    · 2 reviews

    13175 Fountain Park Dr Suite A109, Los Angeles, CA 90094

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    11. EP Wealth Advisors - Sawtelle

    11400 W Olympic Blvd #170, Los Angeles, CA 90064

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    1. 1. Personalized financial planning: Tailored approach to address your unique financial goals and needs for a customized experience.
    2. 2. Objective fee-only recommendations: Unbiased investment advice to help you achieve your financial goals with transparency and trust.
    3. 3. Comprehensive financial services: Integration of taxes, estate planning, and portfolio management for a holistic approach to wealth management.
    4. 4. Regular portfolio reviews: Ongoing monitoring of your investments and progress, keeping you informed and adapting to life changes.
    5. 5. Nationwide coverage: Local presence across the U.S. to conveniently serve your financial needs with a team of experienced professionals.

    12. TIAA Financial Services - Los Angeles

    · 2 reviews

    1801 Century Park E Suite 800, Los Angeles, CA 90067

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    13. Keyser Financial Services - Los Angeles

    · 14 reviews

    6080 Center Dr 6th floor, Los Angeles, CA 90045

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    14. Perennial Financial Services, LLC - Sawtelle

    · 1 reviews

    11620 Wilshire Blvd #400, Los Angeles, CA 90025

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    1. 1. Expertise tailored to your unique financial challenges - Our diverse team crafts creative strategies to address your individual needs with confidence.
    2. 2. Specialized knowledge for superior wealth management - We believe in personalized strategies to maximize your financial success and security.
    3. 3. Independence and autonomy for established Advisors - Join our team to strengthen your capabilities and provide top-notch service to clients.
    4. 4. Customized retirement planning solutions - We work closely with businesses of all sizes to create tailored plans for their employees' futures.
    5. 5. Comprehensive wealth preservation strategies - Our guidance covers various financial areas to ensure your long-term financial well-being.

    15. Financially Wise, Inc. - Beverly Grove

    · 5 reviews

    8391 Beverly Blvd #375, Los Angeles, CA 90048

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    1. 1. Dynamic Speaking Programs: Brittney offers engaging programs tailored for various companies and organizations, making financial planning enjoyable and accessible.
    2. 2. Actionable Financial Plans: Get a customized plan to achieve your life goals faster and with ease, ensuring a secure financial future.
    3. 3. Comprehensive Protection: Safeguard yourself, loved ones, and assets with the necessary financial protection for peace of mind.
    4. 4. Self-Paced Learning: Gift yourself financial wisdom from home, witnessing long-term positive effects on your financial wellness.
    5. 5. Trusted by Industry Leaders: With a client list including CNBC, AirBnB, and more, Brittney's expertise is recognized by top organizations.

    16. Class XVI - Broadway-Manchester

    · 97 reviews

    160 E 108th St, Los Angeles, CA 90061

    Address Website WhatsApp
    1. 1. Expert Forex Mentorship: Divenchy provides clear, helpful guidance for beginners and experienced traders alike, ensuring a deep understanding of forex trading.
    2. 2. Personalized Financial Consultation: Receive top-notch financial advice tailored to your needs, with patient and professional service that exceeds expectations.
    3. 3. Life-changing Mentorship: Take the next step in investing in yourself with Class XVI, where you'll be pushed to greatness and guided towards success.
    4. 4. Clear and Understandable Lessons: Divenchy's teaching style breaks down complex concepts into easy-to-understand lessons, making forex trading accessible to all.
    5. 5. Transformative Learning Experience: Working with Divenchy will leave you feeling empowered and capable, with the confidence to take charge of your financial future.

    17. Merrill Lynch Wealth Management Advisor Grant Ponder - Los Angeles

    2049 Century Park E 11th Floor, Los Angeles, CA 90067

    Address Website WhatsApp
    Trusted reputation: Rely on Merrill Lynch, a registered broker-dealer and investment adviser, for sound financial advice and services.
    1. 1. Wide range of solutions: Access tailored financial strategies to meet your unique needs and goals effectively.
    2. 2. Expert financial advisors: Benefit from the expertise of over 15,000 Merrill Lynch Financial Advisors nationwide.
    3. 3. Personalized guidance: Start your journey to financial success by connecting with an advisor who understands your aspirations.
    4. 4. Comprehensive services: Explore a variety of financial services, including investment advisory and insurance products, to secure your future.
    5. 5. Trusted reputation: Rely on Merrill Lynch, a registered broker-dealer and investment adviser, for sound financial advice and services.

    18. Los Angeles Business Grants - Los Angeles

    · 5 reviews

    348 N Los Angeles St, Los Angeles, CA 90012

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    19. Northstar Financial Consulting Group - Beverly Hills

    · 14 reviews

    9454 Wilshire Blvd 6th Fl, Beverly Hills, CA 90212

    Address Website WhatsApp
    Expert Tax Strategies: We decode complex tax loopholes used by big corporations and implement them for your small business growth.
    1. 1. Comprehensive CFO Services: Beyond basic bookkeeping, we offer strategic tax advice and tailored accounting solutions for growing businesses.
    2. 2. Expert Tax Strategies: We decode complex tax loopholes used by big corporations and implement them for your small business growth.
    3. 3. Proprietary Financial Insights: Our state-of-the-art KPIs and reporting systems turn data into your competitive edge.
    4. 4. One-Stop Financial Solution: From financial operations to strategic insights, we provide scalable and comprehensive accounting support.
    5. 5. Top-Tier Financial Support: Our mission is to equip your business with strategic insights and financial acumen for success.

    20. AFFLUENCER FINANCIAL ADVISORS - Culver City

    · 18 reviews

    13340 Washington Blvd, Los Angeles, CA 90066

    Address Website WhatsApp
    1. 1. Unlimited financial workshops: Attend workshops led by college instructors to gain sophisticated and honest financial advice for you and your family.
    2. 2. Flat fee financial planning: Pay one fixed fee for professional financial planners to help you achieve your financial goals without any additional charges.
    3. 3. Expert CPA and CFA advisors: Benefit from Certified Public Accountants and Chartered Financial Analysts who offer advanced tax strategies and specialized financial knowledge.
    4. 4. Comprehensive retirement and estate planning: Receive guidance on Social Security, pension options, savings methods, and estate planning to secure a worry-free retirement and protect your assets.
    5. 5. Intelligent tax strategies: Keep more of what you earn with smart tax preparation and holistic financial planning that considers all aspects of your financial life.
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