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Los Angeles financial planners
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Below are Los Angeles financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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Los Angeles financial planners
(Click here to start price quote process)
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Jon Hecox
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Encino, CA
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B.A. Economics, 1960 American University; MBA Accounting, 1966 UCLA. (click for more info)
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Stephen B Love
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Torrance, CA
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BS(1969), University of Southern California. (click for more info)
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JOE L GOFF, EA
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TUSTIN, CA
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BS Accounting(1975) Cal State L.A. (click for more info)
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VICTOR T STEWART
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SANTA BARBARA, CA
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ENROLLED AGENT 7/17/87; REGISTERD INVESTMENT ADVISOR 1/29/90. (click for more info)
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William C O'Connor, CFP, EA
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Laguna Hills, CA
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Certified Financial Planner; Enrolled to Represent Client before the IRS; Accredited Tax Advisor; Registered Investment Advisory Firm. (click for more info)
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Amin Khakiani
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Torrance, CA
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MBA, University of Michigan. Registered Investment Advisor - California. (click for more info)
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Oliver Mueller
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Torrance, CA
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BS (1990), University of Southern California; CMFC (1997), College for Financial Planning. (click for more info)
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Thomas J Hartfield
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Simi Valley, CA
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General Securities Limited Principal and State Blue Sky Licenses: 7, 26 & 63. California Department of Insurance Member FINRA & SIPC. (click for more info)
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(Click here to start price quote process)
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(Professionals who wish to be listed please click here.)
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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