Financial Advisor in Los Angeles for Retirement-Focused Planning
Get personalized retirement, tax, and investment guidance from a fiduciary financial advisor serving Los Angeles professionals, families, and retirees.
Why Choose a Local Financial Advisor in Los Angeles?
As a financial advisor in Los Angeles, we understand the unique financial challenges that residents face. From high state taxes to rising home prices and the high cost of living, managing wealth in LA requires a personalized approach. If you're a professional navigating complex stock compensation, a retiree planning for long-term security, or a small business owner looking to optimize your finances, having a local advisor makes all the difference. At Randall Wealth Group, we specialize in retirement planning, tax-efficient investing, and wealth management, providing solutions that are created with Los Angeles in mind. With decades of experience working with LA residents, we have the local expertise to help you navigate the city's unique financial landscape and create a plan that’s right for you. We focus on your needs and priorities, ensuring that your financial strategy aligns with the high cost of living and tax considerations in California.
What People Say About Our Financial Services in Los Angeles
*Testimonials appearing herein may not be representative of the experience of other clients and are no guarantee of any future performance or success. No client was paid for their testimonial.
Financial Planning Services You Get in Los Angeles
Retirement Planning for Los Angeles Residents
We help you plan for retirement, taking into account Los Angeles' high cost of living, California taxes, and longevity to ensure a secure and sustainable income in retirement.
Investment Management
Our personalized investment strategies are based on your risk tolerance and goals, with a focus on diversification to manage risk and grow your wealth.
Income Planning
Our team specializes in creating a steady income stream during retirement, factoring in Social Security, pensions, and other income sources.
IRA & 401(k) Rollovers
We provide tax-efficient strategies for IRA and 401(k) rollovers, ensuring you make the most of your retirement accounts.
Estate Planning
We help you protect your assets and ensure a smooth transfer to your heirs, coordinating with attorneys for real estate and wealth protection.
Social Security Analysis
We optimize your Social Security benefits to ensure you maximize your income in retirement, with a focus on timing strategies.
How Our Financial Services in Los Angeles Work Step-by-Step
Initial
Meeting
Meet in-person at our Los Angeles office or via Zoom to discuss your financial goals, retirement vision, and investment philosophy.
Retirement Planning Review
We analyze income, expenses, retirement age, and investments using advanced software while factoring Los Angeles cost of living and California taxes.
Investment Analysis
Your portfolio is evaluated for quality and alignment, balancing growth opportunities with stability within Los Angeles’ dynamic economic environment.
Retirement
Plan
Receive a personalized retirement plan tailored to your Los Angeles lifestyle—whether beaches, culture, family, or simply enjoying local experiences.
Ongoing
Support
We monitor your accounts closely, providing regular updates and adjustments as California’s financial climate and your goals continue evolving.
Your Financial Advisor in Los Angeles Trevor Randall, CFP®, RICP®
Trevor Randall has over 30 years of experience in financial planning, specializing in retirement income, investment management, and tax-efficient strategies. As a Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional (RICP®), Trevor has the expertise to guide you through complex financial decisions. He works with Los Angeles residents, including high-income professionals, retirees, and business owners, to create personalized financial plans that ensure long-term security. Trevor’s fiduciary responsibility means he always puts your interests first, providing trusted advice. He is also registered with FINRA and complies with all regulatory requirements, ensuring your confidence in his recommendations.
Why You Should Choose Randall Wealth Management Group in Los Angeles
Local Tax & Cost-of-Living Insight
Serving clients since 1990, we know LA’s high taxes and cost of living and provide strategies to help you navigate them effectively.
Knowledge of LA Retirement Systems
We specialize in LACERS, LAFPP, and other local retirement plans to maximize your benefits.
Understanding of Stock Comp for Tech & Entertainment
We help you manage stock options and RSUs, common in LA’s tech and entertainment sectors, to build long-term wealth.
In-person & Virtual Meetings
We offer flexible in-person and virtual consultations, making it easy for you to access personalized advice.
Personalized LA-Specific Planning
Our strategies are tailored to Los Angeles residents, addressing the city’s unique financial challenges.
Transparent Fees & Fiduciary Commitment
At Randall Wealth Group, we prioritize transparency in how we’re compensated:
Consultation Services
Hourly rate: $450 for consulting where you retain control of accounts.
Passive Asset Management
4–5% upfront fee from mutual funds and 0.25% annually.
Insurance Products
Commissions are paid by the insurance company, not you.
Active Account Management
1% fee based on account value (cash holdings excluded, no trading costs).
Fiduciary Responsibility
As a fiduciary, we always act in your best interests, ensuring unbiased, client-first advice.
FAQS
Los Angeles residents face unique financial challenges, including high living costs, state taxes, and real estate markets. Working with Trevor Randall provides local insight and personalized strategies you won’t get from a one-size-fits-all service.
Our financial advisor determines the best investment strategy for you through a personalized approach. We assess your goals, risk tolerance, and financial situation to develop a tailored plan that aligns with your objectives. Leveraging our expertise, we recommend strategies to optimize returns while managing risk. We regularly review and adjust your plan to ensure it remains aligned with your goals and adapts to changes in your situation or market conditions.
The frequency of meetings with your financial advisor depends on your needs and preferences. Typically, we schedule regular meetings to review your financial plan, assess progress toward your goals, and make any necessary adjustments. However, we can also meet more frequently if there are significant changes in your life or financial situation that require immediate attention. Ultimately, our goal is to ensure you feel supported and informed throughout our partnership.
Our financial advisor stays updated on market trends and regulatory changes through a variety of methods. This includes actively monitoring financial news, attending industry conferences and seminars, participating in professional development programs, and leveraging research from reputable sources. Additionally, we maintain memberships in relevant professional organizations and networks, allowing us to stay connected with other experts in the field and exchange insights. By staying informed and continuously educating ourselves, we ensure that our advice remains current and relevant to your financial needs and goals.
Our financial advisor manages risk for client portfolios through a comprehensive approach. We assess your risk tolerance, goals, and time horizon, diversify assets, and strategically allocate them. Continuous monitoring and periodic rebalancing ensure alignment with your objectives. Stress testing helps assess performance under different scenarios, allowing proactive adjustments to risk management strategies. Our goal is to effectively manage risk while optimizing long-term returns.
Contact our Los Angeles Financial Advisor
Address: 3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806
Hours of operation:
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Financial Advisory Service Areas
About Los Angeles, CA
Los Angeles is a major economic hub in the United States, and while it is often associated with entertainment, technology, and trade, it also has a significant financial services sector, including banking, investment, insurance, fintech, and accounting services.
- LA’s financial ecosystem is the third-largest in the U.S. after New York and Chicago in terms of employment and market activity in finance.
- The city is home to regional headquarters and offices of major banks, investment firms, and insurance companies.
- LA also has a growing fintech community, particularly in areas like digital payments, venture funding, and cryptocurrency.
Useful Retirement Planning Resources in Los Angeles Area
Los Angeles County Employees Retirement Association
(800) 786-6464
300 N. Lake Ave, Pasadena, CA 91101
Los Angeles Fire and Police Pension System (LAFPP)
(213) 279-3000
701 E. 3rd St, Suite 200, Los Angeles, CA 90013
Los Angeles City Employees Retirement System (LACERS)
(800) 779-8328
977 N. Broadway, Los Angeles, CA 90012-1728
Book a Complimentary Consultation
We can help you address your needs of today and for many years to come. We look forward to working with you.
