3 Best Financial Services in Pasadena, CA

“Lake Avenue Financial understands that you have unique considerations when planning for the future. Their caring and knowledgeable team is dedicated to listening to your needs and guiding you every step of the way. They will help design a plan that aligns with your goals, values, and priorities. As an independent Registered Investment Advisor (RIA), Lake Avenue Financial provides fee-based financial planning and asset management. The team offers truly unbiased advice and the most personal service available to ensure their clients are successful and enjoy a healthy level of financial literacy. They work closely with successful professionals, business owners, retirees, and independent women seeking to protect and grow their assets. Contact Lake Avenue Financial today to start building your wealth and achieving financial independence.”

“WealthArch Investment Services is an independent, actively managed investment firm run by portfolio manager Earl Yaokasin, CFA. He is a fiduciary with over twenty years of experience, and his entire personal portfolio is managed by the firm in the same investments as the company’s clients. Earl has come across a multitude of investment philosophies from working in the investment industry for over a decade while obtaining his Chartered Financial Analyst (CFA) designation. WealthArch Investment Services offers independent financial advisor services, not a cookie-cutter approach that focuses on ETFs, target dates, and mutual funds. They are highly focused on research and analysis and providing exceptional service to their clients.”

“First Financial Consulting provides 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs, and goals. Their fee-only financial planners work to understand the totality of the client’s situation and to develop a comprehensive plan that will actually help them accomplish their goals. Greg Welborn is a Principal at First Financial Consulting. He received a Bachelor's degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Master's degree in Economics, studying under Art Laffer, an advisor to President Reagan. He works with individuals and privately owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years of experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.”