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Top Financial Advisors In Whittier, CA

Founded in 2005, ORTIZ WORLD WEALTH is a trusted financial advisory firm that helps clients achieve their financial goals and secure their future. With a team of highly experienced professionals, the firm manages over $500 million in assets under management and offers a diverse range of financial services, such as investment management, retirement planning, estate planning, and tax planning. ORTIZ WORLD WEALTH takes a client-centered approach and creates customized financial plans based on individual goals and risk tolerance. The firm follows a transparent and fee-based compensation structure and provides ongoing support and education to empower clients in making informed decisions.

The firm serves a diverse clientele, including high net worth individuals and families, pre-retirees and retirees, business owners, couples and young families, and professionals and executives. ORTIZ WORLD WEALTH is led by renowned financial expert Mr. John Ortiz, who has over 25 years of experience in the industry. The team is committed to staying updated with the latest financial trends and regulations to provide the best possible service and advice to clients. With a clean record and no legal or regulatory disclosures, ORTIZ WORLD WEALTH is committed to transparency and maintaining the highest ethical standards.

AVINA FINANCIAL GROUP, INC. is a highly reputable financial group that offers a wide range of personalized financial services to help clients achieve their goals. With over 10 years of experience, their team of qualified advisors utilizes their expertise and resources to create a comprehensive financial plan for each client. This plan may include investment management, retirement and estate planning, tax planning, insurance planning, and educational planning. They act as a trusted financial partner, guiding clients towards financial success.

Their fees are based on assets under management, ensuring a transparent and aligned relationship with clients. AVINA FINANCIAL GROUP, INC. serves individuals, families, small business owners, and couples, catering to a diverse group of clients. The company also provides necessary disclosures to clients, such as potential conflicts of interest, fees and compensation structures, and any legal or disciplinary actions. With $1 billion in assets under management and a team of 25 dedicated advisors, AVINA FINANCIAL GROUP, INC. is well-equipped to help clients navigate their financial journey with confidence.

CERDA MUNOZ ADVISORS, INC. is a highly reputable financial advisory firm that has been providing personalized and tailored solutions to clients for over 20 years. With a team of experienced advisors and a commitment to transparency and objective advice, they have earned a strong reputation in the industry.

The firm offers a range of financial services such as investment, retirement, estate, tax, insurance, and business planning. They cater to a diverse client base, including high-net-worth individuals, families, and businesses, with a focus on understanding each client's unique needs and goals.

CERDA MUNOZ ADVISORS, INC. follows a fee-only structure, ensuring unbiased and objective advice without any conflicts of interest. Their fees are based on a percentage of the assets under management, aligned with their clients' investment success. The founders have a combined experience of over 40 years and hold various certifications, showcasing their expertise in the field.

The firm has a clean record with no disciplinary actions or complaints, demonstrating their commitment to transparent and ethical practices. They prioritize open communication with their clients and provide all necessary disclosures and information to establish a trusting and professional relationship.

QUANTUM ECONOMETRICS, LLC is a leading financial advising firm that has been in business for over 20 years and has a track record of success. The firm provides expert guidance and analysis to clients in a wide range of financial services, including investment management, retirement planning, tax planning, and more.

The team at QUANTUM ECONOMETRICS, LLC is highly skilled and dedicated to staying up-to-date on industry trends and developments, ensuring that clients receive current and effective financial advice. The firm operates on a fee-only model, with fees based on a percentage of assets under management. This means that the firm's advice is solely focused on the best interests of the client.

The firm serves a diverse client base, including individuals, families, businesses, and nonprofit organizations. The team at QUANTUM ECONOMETRICS, LLC has a diverse background in finance, economics, and business, and holds various certifications and licenses. As a trusted advisor, the firm believes in transparency and providing all necessary information to clients. The firm has no disclosures or sanctions from any regulatory bodies, and each advisor's other business affiliations will be disclosed to avoid conflicts of interest.