Best Financial Consultant Pasadena Near Me

4worldlovers:
Not all financial advisors are accountable to you, but we are. Learn how our GIPS compliant investment management plus comprehensive financial planning provides a better way to build and protect your wealth.

High-performance investment management to control risk and help you achieve your goals


Full-service financial planning and ongoing support to save you time and help organize your financial life

GIPS-compliant investment reporting, so you have the information you need to evaluate our performance

The vast majority of these firms work with corporations and institutions, who demand this information, not individuals.

At Arroyo, we believe we should be held accountable, so we voluntarily provide GIPS compliant, independently verified investment results.

*current as of March 23, 2016, per CFA Institute report; https://blogs.cfainstitute.org/marketintegrity/2016/03/23/74-of-top-100-global-asset-management-firms-claim-gips-compliance/

4worldlovers: Jeremy Baker has worked in the financial services industry as a registered representative and insurance broker since 2002, founding Arroyo Financial & Insurance Solutions in 2017. He loves working with people to find a cost-effective solution to meet their insurance needs and provide coverage.

4worldlovers:
The team at LA Wealth Management understands your desire to grow and protect all that you’ve worked so hard for. Our all-female team of advisors takes pride in our education-based, client-first approach and seeks lasting relationships with our clients and their families. Our collaborative approach will help you create plans to put children through college, set up protections for loved ones, plan your ideal retirement, and leave an enduring legacy. If you’re looking at your own plans and find that you’re in need of a partner, click below to be connected with an advisor on our team.

No Market Timing: We believe that investors have the greatest chance for success when they consistently invest in the market over the long term. We view marking timing as gambling and we would never gamble with your money.

Long Term Investing: We believe in the long-term viability of the stock market and encourage our clients to invest in the stock market.

Never Chasing Returns: Returns are not the only important thing in a financial plan. An investor must consider diversification*, taxes, and volatility. We take a look at the big picture!

*Diversification does not guarantee a profit or protect against a loss in a declining market

4worldlovers: Lake Avenue Financial was founded with the goal of assisting our clients in every aspect of financial management and wealth building. We extend beyond the normal advisor/client relationship, providing truly unbiased advice and the most personal service available to ensure our clients are successful and enjoy a healthy level of financial literacy. We strive to help educate our valued clients in order to create financial stability and independence for them. This education is vital for our clients to successfully make prudent decisions regarding their future.


Our financial advisors can help you navigate the intersection of life and money. We partner with you for the long term and help you every step of the way in order for you to live a confident, full and purposeful life. Together we can take the guesswork out of your financial future!


We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.


We educate our clients and take the mystery out of investing, estate planning, and preserving their wealth.


Financial planning is more than minimizing risk and protecting assets – it’s about managing your wealth.

It’s time to work with an objective wealth management firm that has your goals in mind – not one selling financial products. We work closely with successful professionals, business owners, retirees and independent women seeking to protect and grow their assets.

Find out what key wealth management milestones and decisions are next for you.

4worldlovers:

We offer Financial Planning and Wealth Management strategies for clients in the Greater Los Angeles Area and represent clients throughout Pasadena, La Canada, Glendale, Burbank, San Marino, Sierra Madre, Hollywood, San Gabriel Valley and the San Fernando Valley.


Adjective : “doing good or causing good to be done; conferring benefits; kindly in action or purpose.”

4worldlovers: Our signature Derive Five Financial Plan covers taxes, cash flow, goals, investments, and risk management.

Our open architecture investment platform allows you to keep your money where you feel comfortable.

Receive consistent advice and tell your story only once. We tailor our advice around your personal circumstances.

Greetings! I founded Derive Wealth to provide financial advice the right way: by focusing 100% on you.

I've worked my way through large corporations and always felt clients took the back seat. It's time your interests are top priority.

Learn more about flat fee financial advice and the Derive Wealth difference.

Dealing with your finances is hard enough. Trying to figure out how much you are paying should not be.

I believe in an easy to understand, flat fee pricing structure based on the complexity of your financial situation, not the amount of money you have.