Contact me at (844) 559-4547 in Pasadena, CA, when you need a financial advisor to assist you.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

An independent firm, Quintus Investment Counsel and its predecessor organizations for over forty years have an admirable record of delivering a high level of personal attention and unbiased investment advice. Quintus is committed first and foremost to our clients’ unique financial needs. Leveraging the resources and expertise of our broker dealer, Raymond James Financial Services, our clients benefit from industry-leading proprietary research, portfolio management expertise, technologically advanced trading platforms and access to globally recognized institutional managers. Quintus Investments Counsel is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm

Wealth alignment is the result of knowing what's most important to you, then organizing your finances to serve that purpose. Our approach is straightforward: Design. Build. Protect. We work alongside you to Design a financial strategy that aligns your money with your values and goals. We Build out the design with a the framework with patience and discipline. We Protect it though time with structure, perspective, vigilant monitoring and regular reviews.

WealthArch Investment Services is an independent, actively managed investment firm run by portfolio manager, Earl Yaokasin, CFA. Earl is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company's clients. At WealthArch, the mission is to help build strong foundations for achieving financial independence. Grow your wealth with one of the top wealth management advisors in Pasadena today.

Our team, led by Leticia Zavala Perkins, is committed to delivering exceptional service and tailored solutions that cater to your specific requirements. Whether you seek investment advice, retirement planning, oil and gas investments or assistance with financial management, we possess the expertise and experience to support your success. At Leticia Zavala Perkins investment services, we understand that each individual and business has distinct financial goals and investment challenges. Therefore, we embrace a personalized approach in every client engagement. We invest time in truly understanding your financial situation, enabling us to craft a bespoke strategy that aligns proactively with your needs. Leticia Zavala Perkins and her team of highly skilled financial consultants provide top-notch financial advice and solutions. With years of experience and a proven track record, we are dedicated to helping you achieve your financial goals and secure your future. Reach out to us today to discover more about our services!

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Quality of life is the ultimate goal, we work hard to save money and we use our money to enjoy life to the fullest. At PLAN B INVESTMENTS, INC., we offer two levels of service to achieve your ultimate goal: As a financial planner, we work with you to create or review the road map to your goals. Whether it is saving for college, investing for retirement, estate planning, or the dream vacation of a lifetime, you should have a plan. As a financial advisor, we employ an investment plan funded with the most suitable and economically feasible instruments. We assist you in discovering your risk tolerance. Once discovered, a risk budget can be established, keeping the volatility within your pre-determined comfort zone. You choose the level of guidance that works for you. We can take the complexities out of retirement and legacy planning. We believe everyone should have a PLAN B!