Finance Consultants in NYC to Watch for in 2025
Los Angeles Finance Consultants to Know in 2025
Welcome to our go-to resource spotlighting insightful and innovative finance consultants throughout the Los Angeles metro area! Today, we’re highlighting a curated collection of professionals—some operating solo, some freelancing, and others working within firms—who are bringing fresh thinking and real results to clients in 2025.
Finance Consulting Services: Our Selection Methodology
At Digital Reference, we put rigorous research and evaluation at the heart of our selections. Here’s how we chose the consultants featured today:
- Comprehensive Market Scan – We combed through public records, industry directories, specialist networks, and peer referrals within Los Angeles to identify top talent.
- Track Record & Credentials – We verified each consultant’s certifications, client successes, and asset growth under management.
- Client Feedback – We reviewed reviews, testimonials, and case studies to understand client satisfaction and impact.
- Unique Financial Strategies – We focused on innovators—those using tech, niche services, or new models to offer standout value.
- Digital Reference Alignment – Finally, we ensured each consultant represents the kind of financial expertise and high-integrity strategy that defines Digital Reference’s brand.
In short: we looked for LA-based finance specialists who are doing things differently—and doing them well.
Now let’s meet the experts 👇
Alec Tuckman
Wealth Management Partners, Inc. | LinkedIn
Alec Tuckman is a seasoned Los Angeles-based financial planner and the President of WMP Inc., a firm specializing in retirement planning, portfolio optimization, and estate strategies. With over 25 years in the business, Alec has earned a reputation for calm, analytical advice and deeply personal client relationships.
What makes Alec stand out?
- 📊 Tax-Efficient Retirement Planning: He specializes in modeling retirement income strategies that reduce tax burdens over time.
- 🧩 Holistic Wealth Modeling: Clients praise Alec for building complete financial blueprints that integrate cash flow, investments, taxes, and risk management.
- 🧠 Veteran Insight: As a long-time CFP®, he mentors new planners and speaks regularly at finance events.
- ⚖️ Steady Growth: His firm has grown steadily despite market turbulence—a testament to the strategic, values-based advice WMP offers.
Alec exemplifies the Digital Reference principle that great advising happens when deep technical skill meets personal trust.
Stephen Jeung
Founder and President of The Jeung Agency, Stephen Jeung helps Los Angeles professionals—particularly in tech and media—make strategic decisions around retirement, equity comp, and long-term wealth.
What makes Stephen stand out?
- 📈 Executive Compensation Expertise: Stephen’s sweet spot is advising high-earners with stock options, RSUs, and deferred comp.
- 🧑💼 Custom Planning for Corporate Pros: He offers tailored packages that speak to the lifestyle, tax complexity, and financial needs of LA’s professionals.
- 🌐 Modern Infrastructure: His agency is built for the digital era, offering remote planning sessions and real-time dashboards for tracking progress.
- 🎙️ Financial Educator: He regularly hosts webinars and collaborates with local groups to improve financial literacy.
Stephen bridges the gap between high-complexity finance and clear, human advising—a model advisor for 2025.
Patrick Whalen, CFP®, CTFA
Whalen Financial Planning | LinkedIn
As founder of his eponymous firm, Patrick Whalen brings the rare combo of CFP® and CTFA credentials to Los Angeles clients. His practice is fee-only and fiercely independent, reflecting his values around transparency and client-first strategy.
What makes Patrick stand out?
- 📊 Trusts & Estate Expertise: His CTFA credential supports in-depth legacy planning, often in partnership with estate attorneys.
- 💰 Flat-Fee Transparency: Patrick is known for clear, predictable pricing—no commissions, no hidden agendas.
- 📚 Education-Forward Approach: He builds financial confidence in clients through regular planning workshops and one-on-one tutorials.
- 💼 Ideal for Emerging Wealth: His client base includes young professionals and small business owners on the rise.
If your goal is to understand your wealth, not just grow it, Patrick is a perfect fit.
Trevor Randall
Randall Wealth Group | LinkedIn
Trevor Randall is the founder of Randall Wealth Group, an independent firm known for helping business owners and families build long-range wealth plans with clarity and accountability.
What makes Trevor stand out?
- 🧾 Business Succession Planning: A large portion of his work involves helping entrepreneurs build and exit with financial security.
- 📉 Risk Management Tools: He uses advanced scenario software to test how portfolios will hold up under future conditions.
- 🔄 Quarterly Check-Ins: Clients stay aligned with their goals through regular touchpoints and dynamic plan updates.
- 💼 Wealth with a Mission: Trevor integrates client values—charity, family, community—into legacy planning.
For entrepreneurs or family offices looking for 360° financial visibility, Trevor offers one of LA’s most strategic advisory setups.
Ariella Jacobs-Bittoni, CFA
Good Balance Financial Planning | LinkedIn
Ariella Jacobs-Bittoni is the founder of Good Balance Financial Planning, an LA-based advisory firm focused on ESG investing, women’s financial empowerment, and long-term wealth building for families.
What makes Ariella stand out?
- ♻️ ESG-Focused Investment Models: She helps clients build portfolios that reflect their values—without compromising on returns.
- 👩👧 Advisor to Women & Caregivers: Her firm leads workshops and planning sprints focused on helping women and caregivers take control of their finances.
- 📆 “Balance Weeks”: These concentrated planning sprints give clients deep progress in a short time—perfect for busy families.
- 📈 CFA Designation: Her investment chops are top-tier, but her vibe is deeply personal.
Ariella shows how modern advisors can center values and life context without sacrificing precision.
What Makes These Consultants Different
In 2025, it’s not enough to know how to invest—you need a strategic, tech-forward, and values-driven financial partner. Each of the consultants above:
- Centers client education and long-term relationships
- Uses digital tools to create visibility and reduce stress
- Offers real-time planning adjustments
- Designs unique strategies, from ESG investing to succession transitions
That’s why they made our list—and why you should get to know them.
Ready to Work Smarter in 2025?
Digital Reference is your go-to platform for high-integrity, research-backed insight into the financial consulting world. Our mission is to surface smart, useful, and community-centered content that helps readers take control of their future—financially, professionally, and personally. We’re proud to highlight professionals who are making that easier for all of us.
For more expert-curated insight, check out our other Finance Services guides:
- Top Financial Advisors in the USA
- Leading Fractional CFOs in NYC
- What are Finance & Accounting Consultants
Start exploring more today!
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