Best Financial Planners in Long Beach (2026 Rankings)

Endeavor Advisors, LLC, led by Ajay Vadukul CFP®, EA, stands out for its exceptional client service and deep financial acumen. They offer a holistic approach, integrating investment management with crucial tax planning strategies. Clients consistently praise their clarity, responsiveness, and ability to build long-term financial security.

The Financial Alliance & Insurance Solutions provides a wide array of financial services designed to meet diverse client needs. Their team excels in crafting personalized strategies that encompass both wealth building and risk management through insurance. Clients appreciate their thoroughness and commitment to finding the best solutions for their unique situations.

Scalco Financial offers a streamlined approach to financial planning, emphasizing efficiency and clear guidance. They are dedicated to helping clients achieve their monetary objectives with precision and strategic insight. Their strong client reviews highlight a positive and results-oriented experience.

Robin Rae Jeremiah, a dedicated financial planner serving the San Pedro area, offers a highly personalized service. She focuses on building strong relationships and understanding individual client goals intimately. Her approach ensures tailored advice that resonates with clients' specific life circumstances and aspirations.

Dorsey Wealth Management provides sophisticated financial planning with a forward-thinking perspective. They leverage strategic insights to guide clients through complex financial landscapes. Their consistent high ratings reflect a commitment to client success and attentive service.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Falcon Wealth Planning is known for its strategic approach to wealth accumulation and preservation. They focus on delivering actionable advice designed to help clients achieve their long-term financial ambitions. Clients often commend their expertise and the clear path they provide towards financial goals.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Halbert Hargrove Global Advisors brings a wealth of experience and a global perspective to financial planning. They specialize in providing comprehensive advice for individuals and families seeking to manage their assets effectively. Their reputation is built on a foundation of trust and sophisticated investment strategies.

EP Wealth Advisors offers a comprehensive suite of financial planning services aimed at fostering long-term client prosperity. They emphasize a collaborative approach, working closely with clients to understand their unique financial picture. Their team is dedicated to providing integrated solutions for wealth management and life goals.