Top Financial Advisors In Placentia, CA

FIT STRATEGIC ADVISORS LLC is a highly regarded financial advisory firm with over 10 years of experience in the industry. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to individuals and businesses. The firm offers a wide range of services, including investment management, retirement planning, risk management, tax planning, and more. Their transparent fee structure and fee-only compensation ensure that their clients' best interests are always their top priority.

With over $500 million in assets under management and a team of 10 advisors, FIT STRATEGIC ADVISORS LLC specializes in working with high-net-worth individuals to create customized strategies that align with their unique financial goals. They believe in full transparency and encourage clients to ask any questions they may have before starting their financial journey with them. The firm has a strong reputation for excellence and is trusted by many for their financial expertise and personalized approach. Disclosures to keep in mind when choosing a financial advisor include any past disciplinary actions or complaints, conflicts of interest, and fee structures. FIT STRATEGIC ADVISORS LLC prides themselves on their transparency and encourages clients to ask any questions they may have before starting their financial journey with them.

SVL Investment Management is a reputable financial advisory firm that offers a wide range of services, including investment management, financial planning, and wealth management. With over 20 years of experience, they have a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals. They have a strong track record of helping clients grow and manage their wealth, with a focus on long-term growth and risk management. Their services are tailored to cater to the diverse needs and goals of their clients, which include individuals, families, and business owners. In terms of assets under management, SVL Investment Management manages over $500 million and has a team of 10+ advisors. They follow a fee-only compensation structure, meaning they do not earn commissions or receive any form of compensation from third parties, ensuring their interests are aligned with their clients' goals. SVL Investment Management also discloses any potential conflicts of interest and disciplinary actions to clients to maintain complete transparency. Their experienced advisors have in-depth knowledge of investment strategies, financial planning, and wealth management, allowing them to create personalized and effective solutions for clients. They provide regular market insights and updates to keep clients informed and help them make informed decisions about their investments. Overall, SVL Investment Management's commitment to ethics and regulations and their fiduciary duty to act in the best interests of clients make them a trusted financial partner for individuals and businesses.