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Best Financial Advisors in Los Angeles
Financial Planners in Los Angeles Area
Los Angeles isn’t just about Hollywood lights and creative industries—it’s also home to a thriving financial hub where individuals and businesses turn to experienced financial advisors and planners to navigate wealth, retirement, and investments. From Beverly Hills to Long Beach, these professionals are helping Angelenos prepare for their financial futures with confidence and clarity.
At Digital Reference, we believe financial advisors play a pivotal role in shaping the local economy and the future of families, entrepreneurs, and organizations. Whether it’s guiding clients through complex investment strategies, planning retirement with tax efficiency, or balancing short- and long-term financial goals, these experts are the ones making it happen.
Methodology: How We Chose These Los Angeles–Based Financial Advisors
🔎 Research-driven: Verified credentials (CFP®, CFA®, CPA), proven experience, and comprehensive financial planning approaches
📊 Client-reviewed: Genuine feedback, satisfaction ratings, and examples of long-term client success
🏆 Industry-recognized: Awards, published insights, and active contributions to the financial planning community
🌴 Location-based: Advisors rooted in Los Angeles, with an understanding of the region’s diverse economy and lifestyle needs
The advisors featured here stand out for their professionalism, innovation, and dedication to guiding clients across Los Angeles toward financial clarity and growth.
🌟Meet the Financial Advisors Making Things Happen in Los Angeles
♦️Aaron Gabriel
Financial Advisor
Aaron Gabriel is an advisor dedicated to building strong, forward-thinking financial strategies. He emphasizes collaboration with clients to craft plans that are not only comprehensive but also adaptable to life’s changes.
Why he stands out:
✨ Expertise in retirement and tax planning.
📌 Helps clients maximize opportunities in both personal and business financial planning.
🔹 Recognized for creating client relationships built on clarity, empathy, and results.
♦️Larry Koeppel
MBA, Certified Financial Advisor & Wealth Manager
With both a CFP and an MBA, Larry Koeppel combines strategic business acumen with personal financial expertise. Based in Los Angeles, he has guided clients ranging from corporate professionals to retirees, ensuring they’re prepared for both expected and unexpected turns in life.
Why he stands out:
✨ Brings an executive-level perspective to financial planning, making him an invaluable advisor for business leaders.
📌 Known for designing retirement strategies that balance risk and opportunity.
🔹 Active mentor and thought leader, contributing to the next generation of planners in Southern California.
♦️David Rae
CFP®, President & Financial Planner of DRM Wealth Management
David Rae has become a recognized voice in the Los Angeles financial planning community, often featured in national media outlets for his insights. With a client base that includes professionals from entertainment, tech, and beyond, Rae is known for blending smart planning with a friendly, approachable style.
Why he stands out:
✨ Featured in outlets like CNBC and The Los Angeles Times, making him a public educator on financial wellness.
📌 Advocate for inclusivity in finance, with a focus on serving the LGBTQ+ community.
🔹 Combines investment strategies with lifestyle planning, ensuring clients enjoy both security and freedom.
♦️Brittney Castro
Founder & CEO, Financially Wise Inc. | Keynote Speaker
Brittney Castro is one of Los Angeles’s most recognizable financial planners, with a strong digital presence and a commitment to making financial planning engaging. She blends her deep technical knowledge with a fresh, modern style, especially appealing to millennials and Gen Z clients.
Why she stands out:
✨ Known for her role as a financial influencer and educator, bridging finance with social media.
📌 Experienced keynote speaker and advocate for women in financial services.
🔹 Recognized for creating approachable strategies that resonate with younger generations.
♦️Jared Tanimoto
CFP, Financial Advisor & Founder of Sedai Wealth Partners
Jared Tanimoto has established himself as a thoughtful planner committed to independence and transparency. With a reputation for fiduciary-first planning, he prioritizes client goals over products, ensuring unbiased advice.
Why he stands out:
✨ Strong advocate for fee-only planning, offering clarity in a sometimes-confusing industry.
📌 Expertise in guiding tech professionals and entrepreneurs through equity compensation planning.
🔹 Shares educational resources widely, helping demystify financial strategies.
♦️Uziel Gomez
Financial Planner
Uziel Gomez brings a dual designation of CFP and AFC, emphasizing not only long-term planning but also day-to-day financial wellbeing. He has worked extensively with families to build financial resilience, especially in times of uncertainty.
Why he stands out:
✨ Specializes in financial coaching as well as planning, helping clients improve habits alongside strategies.
📌 Known for his empathetic approach and ability to meet clients where they are.
🔹 A trusted advisor for immigrant families navigating unique financial challenges.
♦️Kristin Short
Certified Financial Planner
Kristin Short combines academic depth with practical expertise, holding both a PhD and a CFP designation. Her background allows her to approach financial planning from a research-informed perspective, adding unique value for her clients.
Why she stands out:
✨ Brings a scholarly lens to personal finance, making her strategies both innovative and evidence-based.
📌 Experienced in retirement planning, with a focus on sustainable withdrawal strategies.
🔹 Advocate for financial literacy in higher education and research communities.
♦️Brian Fry
Founder & President, Safe Landing Financial
Brian Fry specializes in comprehensive financial planning for families and individuals across Los Angeles. With deep experience in investment and tax strategies, he takes pride in designing actionable, sustainable plans.
Why he stands out:
✨ Recognized for his integrated planning approach, blending investments, taxes, and estate planning.
📌 Frequently contributes insights on wealth management in professional circles.
🔹 Known for his client-first values and ability to simplify complex planning.
♦️Renee Cohen
CFP®, Founder Nexa Wealth Planning
Renee Cohen is a Los Angeles financial planner with a reputation for empowering women to take charge of their financial futures. Her career is centered on creating safe, approachable spaces for conversations about money.
Why she stands out:
✨ Dedicated advocate for women’s financial independence.
📌 Provides specialized strategies for divorce planning and life transitions.
🔹 Frequently shares insights and resources to broaden financial literacy.
♦️Seong Y. Cho
Vice President, Financial Advisor of Allmerits Asset & UCLA Extension CFP® Course Instructor
Seong Y. Cho has been guiding Los Angeles clients through wealth management and retirement planning with a focus on precision and care. His career highlights the importance of trust and integrity in financial services.
Why he stands out:
✨ Specializes in retirement and estate planning, ensuring clients can protect legacies.
📌 Known for his strong interpersonal approach, building lasting client relationships.
🔹 Valued for adapting strategies to suit diverse cultural and financial backgrounds.
Where Strategy Meets Community
Los Angeles is home to a dynamic and diverse community of financial advisors and planners who are shaping more than just balance sheets—they’re shaping lives, businesses, and futures. What sets these professionals apart is their ability to pair technical expertise with human connection: simplifying complex strategies, building trust across diverse communities, and ensuring that clients feel empowered every step of the way.
From guiding entrepreneurs and small business owners to mentoring the next generation of professionals, this community proves that financial advising in Los Angeles is about more than money—it’s about collaboration, education, and long-term impact. These advisors are strengthening families, supporting organizations, and fueling the region’s economic vitality with clarity and confidence.
At Digital Reference, we’re proud to spotlight this level of talent and integrity. Our mission is to foster transparency and connect individuals and organizations with the professionals who can help them thrive.
Explore more:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Together, let’s keep building a stronger, smarter, and more connected financial future—right here in Los Angeles. See more insights in Digital Reference.
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