Finance & Investment · Los Angeles, United States

Finance & Investment Experts in Los Angeles, United States

Browse 40 verified Finance & Investment professionals based in Los Angeles, United States on Prezlo.

Finance & Investment✕📍 Los Angeles, United States✕
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If you're looking for a Finance & Investment expert in Los Angeles, United States, these verified professionals are a strong starting point. Their specialties include Wealth Management, Retirement Planning, Financial Planning for Women and Wealth Management for Tech Entrepreneurs. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Amir Tavakol

Amir Tavakol

Cultivating Financial Growth Through Personalized Investment Strategies

Finance & Investment 📍 Los Angeles, United States
Wealth ManagementRetirement PlanningTax Optimization
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Renee Cohen CFP®

Renee Cohen CFP®

Financial Planning For Women, Retirement Planning, and Investment Strategy

Finance & Investment 📍 Los Angeles, United States
Financial Planning for WomenRetirement PlanningInvestment Strategy
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Tony De La Rosa

Tony De La Rosa

Wealth Management For Tech Entrepreneurs practitioner | Financial Planning For Entertainment Professionals

Finance & Investment 📍 Los Angeles, United States
Wealth Management for Tech EntrepreneursFinancial Planning for Entertainment ProfessionalsInvestment Strategies for Business Owners
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Shawn Francis

Shawn Francis

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment ManagementTax Optimization
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Phil Fiore, CFP®

Phil Fiore, CFP®

Retirement Planning practitioner | Wealth Management

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningWealth ManagementTax Optimization
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Jamie Resin

Jamie Resin

Research in Private Wealth Management and Investment Strategy

Finance & Investment 📍 Los Angeles, United States
Private Wealth ManagementInvestment StrategyTax Optimization
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Sanah Chung

Sanah Chung

Wealth Management | Investment Strategy

Finance & Investment 📍 Los Angeles, United States
Wealth ManagementInvestment StrategyFinancial Planning
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Jose Vitela

Jose Vitela

Impact Investing | Wealth Management | Los Angeles

Finance & Investment 📍 Los Angeles, United States
Impact InvestingWealth ManagementFinancial Planning
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Elana Ginsburg

Elana Ginsburg

Investment Strategy Development practitioner | Tax Optimization For Wealthy Individuals

Finance & Investment 📍 Los Angeles, United States
Investment Strategy DevelopmentTax Optimization for Wealthy IndividualsEstate Planning and Trust Management
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Ashley Russo

Ashley Russo

Finance & Investment leader in Wealth Management and Investment Strategy

Finance & Investment 📍 Los Angeles, United States
Wealth ManagementInvestment StrategyPortfolio Optimization
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Timothy Kang

Timothy Kang

Los Angeles-based Holistic Financial Planning specialist

Finance & Investment 📍 Los Angeles, United States
Holistic Financial PlanningImpact InvestingRetirement Strategy
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Bob Glass, CFP

Bob Glass, CFP

Retirement Planning | Investment Strategies For Healthcare

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment Strategies for HealthcareEstate Planning for Families
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Rudy Abanilla

Rudy Abanilla

Guiding Investments with Precision and Insight at Velur Enterprises

Finance & Investment 📍 Los Angeles, United States
Portfolio ManagementRisk AssessmentInvestment Strategy Development
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Wilson Liu, CFP®

Wilson Liu, CFP®

Guiding Your Financial Future with Personalized Strategies and Expertise

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment ManagementTax Optimization
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Uziel Gomez, CFP®, AFC

Uziel Gomez, CFP®, AFC

Guiding First-Gen Professionals to Financial Empowerment and Wealth Building

Finance & Investment 📍 Los Angeles, United States
Financial PlanningInvestment StrategiesWealth Management
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James Holden, CFP®

James Holden, CFP®

Los Angeles-based Retirement Planning specialist

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment ManagementTax Optimization
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Gary Pia, CFP®

Gary Pia, CFP®

Retirement Planning professional in Los Angeles

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment ManagementTax Optimization
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Ashley Horne Financial Advisor

Ashley Horne Financial Advisor

Media Wealth Management — Entertainment Financial Planning

Finance & Investment 📍 Los Angeles, United States
Media Wealth ManagementEntertainment Financial PlanningTech Industry Investment Strategies
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Uziel Gomez, CFP®, AFC®

Uziel Gomez, CFP®, AFC®

Guiding First-Gen Professionals to Financial Independence and Wealth Creation

Finance & Investment 📍 Los Angeles, United States
Financial Planning for First-Generation ProfessionalsWealth Management StrategiesInvestment Education and Coaching
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Martha Madrid

Martha Madrid

Strategic Financial Advisor Specializing in Wealth Management and Investment Strategies

Finance & Investment 📍 Los Angeles, United States
Wealth ManagementInvestment StrategiesRetirement Planning
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Hien Tran

Hien Tran

Investment Strategy Development practitioner | Retirement Planning

Finance & Investment 📍 Los Angeles, United States
Investment Strategy DevelopmentRetirement PlanningWealth Management
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Jarrod Warren

Jarrod Warren

Retirement Planning | Investment Strategy

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningInvestment StrategyTax Optimization
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David M Salazar

David M Salazar

Investment Strategy with expertise in Retirement Planning

Finance & Investment 📍 Los Angeles, United States
Investment StrategyRetirement PlanningWealth Management
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Brian Altounian

Brian Altounian

Retirement Planning: Wealth Management

Finance & Investment 📍 Los Angeles, United States
Retirement PlanningWealth ManagementTax Optimization
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Jonathan Foster

Jonathan Foster

Los Angeles-based Investment Strategy Development specialist

Finance & Investment 📍 Los Angeles, United States
Investment Strategy DevelopmentRisk Management ConsultingPortfolio Optimization
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Michael Arteaga

Michael Arteaga

Finance & Investment focused on Investment Management and Tax Optimization

Finance & Investment 📍 Los Angeles, United States
Investment ManagementTax OptimizationRetirement Planning
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Robert Lopez, CFP®

Robert Lopez, CFP®

Business Financial Planning professional in Los Angeles

Finance & Investment 📍 Los Angeles, United States
Business Financial PlanningInvestment Portfolio ManagementTax Optimization Strategies
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Mohammad Jalali

Mohammad Jalali

Luxury Transportation Investment: Asset Management

Finance & Investment 📍 Los Angeles, United States
Luxury Transportation InvestmentAsset ManagementFinancial Consulting
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David W. Hilton, AIF®

David W. Hilton, AIF®

Finance & Investment focused on Investment Management and Retirement Planning

Finance & Investment 📍 Los Angeles, United States
Investment ManagementRetirement PlanningTax Optimization
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Sandra Cho

Sandra Cho

Investment Strategy | Retirement Planning | Los Angeles

Finance & Investment 📍 Los Angeles, United States
Investment StrategyRetirement PlanningTax Optimization
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