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BEST RATED PASADENA, CA FINANCIAL SERVICES

3 Best Financial Services in Pasadena, CA

Expert-recommended Top 3 Financial Services in Pasadena, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Wealtharch Investment Services - Pasadena, CA Financial Services - Portrait
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7+ YEARS IN TBR
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WEALTHARCH INVESTMENT SERVICES

(4.8 Score)
1122 East Green Street, Suite 206,
Pasadena, CA 91106 Directions

Since 2014

Specialty:

✓Investment Management ✓Risk Management ✓Financial Independence Planning ✓Education Planning Services ✓Tax Planning ✓401(k) ✓Asset Management ✓Emergency Fund Planning Services Will ✓Trust ✓IRA Withdrawal Strategy ✓Investment Portfolio ✓Disability ✓Long-term Care

"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.

2026 Highlights: WealthArch Investment Services are committed to providing personalized financial services tailored to help you reach your goals."

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License #201406310037

Price:

Financial Planning Services Per Hour $300
One-Time Consulting Fee For Initial Asset Allocation $600
Ongoing Portfolio Monitoring Fee Per Quarter $300
Subscription Service Fee Per Quarter $625
Annual Fee 1.00% For Assets Upto $2,000,000
Annual Fee 0.70% For Assets Over $2,000,000

Contact:

(626) 888-2314

Mon-Fri: 6am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Impact Fiduciary, LLC - Pasadena, CA Financial Services - Portrait
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IMPACT FIDUCIARY, LLC

(4.8 Score)
21 Miller Alley, Suite 210,
Pasadena, CA 91105 Directions

Since 2017

Specialty:

✓Financial Freedom Planning ✓Retirement Planning ✓Tax Planning ✓Equity Compensation Planning ✓Estate Planning and Insurance ✓Education Planning ✓401(k) and IRA Contribution Strategy

“2026 Highlights: Impact Fiduciary, LLC's CFP® Advisors Helping You Plan with Clarity and Purpose. Patrick Dinan is the Founder and Financial Advisor of Impact Fiduciary, LLC. He completed a bachelor's degree in finance and has over two decades of financial services experience. He holds CFP® and CSRIC® credentials. Their team combines deep financial expertise with a client-first philosophy and helps individuals and families grow to align their wealth with their long-term goals through transparent planning and sustainable investing.”

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License #288345

Price:

Wealth Management Fee 1.1% Upto $1,000,000
Wealth Management Fee 0.8%
From $1,000,001
Upto $4,000,000
Wealth Management Fee 0.7%
From $4,000,001
Upto $10,000,000
Wealth Management Fee 0.5% For Over $10,000,001

Contact:

(323) 615-1427

By Appointment

TBR® Inspection Report:

Lake Avenue Financial - Pasadena, CA Financial Services - Portrait
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3+ YEARS IN TBR
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LAKE AVENUE FINANCIAL

(4.8 Score)
301 North Lake Avenue, Suite 830,
Pasadena, CA 91101 Directions

Since 2014

Specialty:

✓Financial Independence Planning ✓Cash Flow and Budget Optimization ✓Education and Real Estate Planning ✓Advanced Tax Strategies ✓Roth Conversion Modeling ✓Social Security Optimization ✓Complete Estate Planning and Evaluation ✓Generational Legacy Planning ✓Charitable Gifting Strategy

"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.

2026 Highlights: Alex Chalekian is the Founder and CEO of Lake Avenue Financial."

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License #202116810254

Price:

Blueprint Fee Per Year $999
Masterplan Fee Per Year $2,999

Contact:

(626) 689-2012

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in Pasadena, CA
Your detailed and factual answers win more customers, highlight your expertise, build trust, and set you apart from competitors

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service that best suits your needs.

1. Do you offer virtual financial consultations?
Wealtharch Investment Services
Yes, we offer virtual financial consultations.
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Lake Avenue Financial - Submit now
2. What investment options do you recommend for clients? 3. What licenses and registrations do you have in Pasadena, CA? 4. How do you protect clients' financial information and privacy? 5. What is the cost range for financial services in Pasadena, CA? 6. How can your financial services help individuals and businesses? 7. How often do you review and update financial plans? 8. How many clients have you helped with your financial services? 9. How do you stay updated with changes in financial regulations?

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WEALTHARCH INVESTMENT SERVICES REVIEWS

Earl is my perfect financial advisor. He is independent, smart, and does his homework. He is constantly reading, researching, and analyzing companies and determining their real worth. His financial knowledge is wide-ranging and always current. He is ethical and keeps regular communication going, and will be able to answer almost any question with historical perspective and his reasons for specific strategies. His strategies are tailored to my risk tolerance, while he makes sure I understand why we stick to the plan and not give in to my emotions. I have been with him for 8 years and things are going well.

When I retired several years ago, I was looking for someone to help me with my financial planning.. What Earl offered was what I needed the most - an independent advisor, not associated with any investment firm, since I had a bad experience with a commercial financial planner previously. Earl provides a clear strategy for my personal situation and is careful in his decisions. He is extremely knowledgeable and can answer any questions with details. Over the years I have come to trust his good advice on all my financial matters. I highly recommend him if you are looking for a solid financial advisor.

Very satisfied with the way my investments are being managed by WealthArch. Earl is very disciplined and good at what he does. Would definitely recommend him as a financial advisor.

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IMPACT FIDUCIARY, LLC REVIEWS

Patrick and the Impact Fiduciary team are exactly what we were looking for -- knowledgable, patient, and trustworthy. Financial planning isn't an easy or comfortable conversation, but Patrick and his team make the entire process from start to finish feel just that. They are everything we were hoping for and more, I HIGHLY recommend Impact Fiduciary and we look forward to continuing working with them long-term.

Chris Maestro has been fundamental in helping my wife and I set our lives up for success. Not only is he knowledgeable about the world of finance he’s also remarkably kind. It’s a wonderful experience to discover someone you can trust especially when dealing with the sticky world of money. I tell everyone I can about him and you’d be lucky to have him in your corner.

Chris is a knowledgeable, trusted and understanding advisor. He provides customized services and goes out of his way to help his client. Highly recommend working with Chris & Impact Fiduciary.

LAKE AVENUE FINANCIAL REVIEWS

For over 10 years Alex and Rosa Chalekian have been my families financial advisors. Alex has always responded in a timely manner to all calls and emails with the many questions I have posed.. Alex is always straightforward, knowledgeable and honest in the information and guidance he has shared. In our last lunch meeting I shared that I am a visual learner and he took the chop sticks off the table and showed me how the growth of my investments are moving... we laughed but I appreciated the time he took to break it down for me… in addition my 30 year old daughter who has investments with Lake Financial, how financial advisors should do business.. Rosa also shared advice to my daughter from her financial knowledge and her experience as a mother. Thank you Alex and Rosa! Marilyn.

Alex, Rosa and Lake Ave financial have been taking care of my family and I for three generations now. Recently, I had some financial challenges and Alex presented a solution that was workable and made me feel like I was in control again. I am ever grateful for their counsel.

Alek and everyone at Lake Avenue Financial have been so responsive and helpful. I greatly appreciate all the support and attention with such important matters.

TBR® Inspection Score Report

WEALTHARCH INVESTMENT SERVICES Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

IMPACT FIDUCIARY, LLC Total Inspection Points: 115/120
Experience: 8
Reviews Study: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LAKE AVENUE FINANCIAL Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Reviews Study: 8
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Website Source: 10
Website Standard: 10