Financial Advisors in Long Beach To Consider

Finding the right financial advisor can have a lasting impact on your financial well-being. Whether you’re focused on growing your wealth, planning for retirement, or handling complex financial matters, having a reliable financial expert by your side can help you make informed decisions and stay on course.

If you’re in Long Beach and seeking expert financial guidance, consider these reputable advisory firms known for their personalized service and in-depth local knowledge.

1. Auspex Capital
2. Capital Investment
3. Bryson Financial
4. Bolt Global Enterprises
5. Zahn & Zahn Estate Financial & Tax
6. Pacific Coast Capital Management
7. Karen Codman FSC Securities Corporation
8. Strategic Portfolio Advisors Inc.
9. The Financial Alliance & Insurance Solutions
10. Linda A. Walker CFP

1. Auspex Capital

​Auspex Capital is a boutique investment banking and financial advisory firm specializing in providing innovative and tailored solutions to entrepreneurs in the restaurant industry. Based in La Palma, California, the firm offers a comprehensive suite of services, including sell-side and buy-side M&A advisory, debt placement, financial and strategic advisory, sale-leaseback structuring, valuations, and restructuring. With a team boasting over 100 years of combined transaction experience, Auspex Capital leverages unparalleled industry knowledge and relationships to help clients develop optimal financial plans and execute strategic transactions. The firm’s commitment to excellence is evident in its track record of successful deals and long-standing client relationships. For more information or to schedule a consultation, visit auspexcapital.com.​

• Services: Sell-Side M&A Advisory, Buy-Side M&A Advisory, Debt Placement, Financial & Strategic Advisory, Sale-Leaseback Structuring, Valuations, Restructuring​
  
• Address: 6 Centerpointe Drive, Suite 610, La Palma, CA 90623​
  
• Phone: (562) 424-5150
  
• Website: auspexcapital.com​
  
• Email: info@auspexcapital.com​

2. Capital Investment

Capital Investment Advisers LLC is a premier financial services firm dedicated to empowering retirees and pre-retirees with strategic financial solutions. Situated at 444 W Ocean Blvd, 8th Floor, Suite 800, Long Beach, CA 90802, the firm offers a holistic approach to financial planning, integrating personal aspirations with financial objectives. Their experienced advisors specialize in crafting personalized financial plans that align with clients’ long-term visions, utilizing advanced technology and remote communication tools to serve clients across the United States. Emphasizing a client-first philosophy, Capital Investment Advisers LLC is committed to delivering tailored strategies that foster financial security and peace of mind. To learn more or to schedule a consultation, visit ciadvisers.com.​

Services: Financial Planning, Investment Services, Retirement Planning

Address: 444 W Ocean Blvd, 8th Floor, Suite 800, Long Beach, CA 90802​

Phone: 562-420-9009​

Website: ciadvisers.com​

Emails:

• Emerson.Fersch@ciadvisers.com​
  
• Amy.LeNoble@ciadvisers.com

3. Bryson Financial

Based in Long Beach, California, Bryson Financial has been a cornerstone in the financial services industry since 1969. The firm offers a comprehensive suite of services, including employee benefits, property and casualty insurance, retirement planning, wealth management, and life insurance. By focusing on cost efficiency and value creation, Bryson Financial assists clients in transforming their insurance and benefit plans into competitive advantages. Their team of seasoned professionals is dedicated to delivering personalized strategies that address the specific needs of each client, fostering long-term financial stability and growth. For more information or to arrange a consultation, visit brysonfinancial.com.

4. Bolt Global Enterprises

Bolt Global Enterprises is a forward-thinking company offering a suite of services, including insurance and financial solutions, aimed at supporting the growth and success of individuals and small businesses. Situated at 235 E Broadway St. Suite 311, Long Beach, CA 90802, the company emphasizes understanding clients’ unique needs and goals to provide personalized guidance. Their offerings encompass business solutions and development resources, compensation and benefit packages, as well as business credit and funding options, all crafted to facilitate informed decision-making and financial well-being. To learn more or to arrange a consultation, visit boltglobal.com.

• Services: Insurance and Financial Solutions, Business Development Resources, Compensation and Benefit Packages​
  
• Address: 235 E Broadway St. Suite 311, Long Beach, CA 90802​
  
• Phone: (562) 352-0333
  
• Website: boltglobal.com​
  
• Contact: info@boltglobal.com​

These descriptions highlight Bolt Global Enterprises’ dedication to providing tailored financial and business solutions, emphasizing their commitment to client success and personalized service.

5. Zahn & Zahn Estate Financial & Tax

Located at 2209 North Lakewood Boulevard, Long Beach, CA 90815, Zahn & Zahn, Inc. is a premier financial life planning and wealth management firm with a legacy spanning over three decades. They offer a comprehensive range of services, including accounting, investment advisory, and tax consulting, tailored to meet each client’s unique needs. By understanding clients’ personal and business dynamics, they provide customized financial strategies that simplify decision-making and align with long-term objectives. Their client-centered philosophy ensures personalized guidance, fostering financial security and peace of mind. To learn more or schedule a consultation, visit zahnandzahn.com.​

6. Pacific Coast Capital Management

Pacific Coast Capital Management (PCCM) is a premier wealth management firm dedicated to providing holistic financial planning and investment services. Located at 3780 Kilroy Airport Way, Suite 310, Long Beach, CA 90806, PCCM serves high-net-worth individuals, business owners, and institutions with a focus on personalized strategies that align with each client’s unique financial goals. The firm’s experienced advisors offer services including wealth planning, investment and risk management, retirement preparation, tax efficiency, estate planning, and life insurance analysis. PCCM collaborates with clients’ existing professional advisors to deliver comprehensive solutions, ensuring financial strategies are well-coordinated and effective. Discover more about their services or schedule a consultation by visiting pacificcoastcm.com.​

• Services: Wealth Planning, Investment and Risk Management, Retirement Preparation, Tax Efficiency, Estate Planning, Life Insurance Analysis​
  
• Address: 3780 Kilroy Airport Way, Suite 310, Long Beach, CA 90806​
  
• Phone: 562-378-0150​
  
• Website: Pacific Coast Capital Management​
  
• Email: info@pacificcoastcm.com​

7. Karen Codman FSC Securities Corporation

Located in Long Beach, California, Karen Codman, FSC Securities Corporation offers comprehensive financial planning and wealth management services. The firm caters to mid-career individuals, professionals, business owners, and those nearing retirement, providing personalized strategies to align financial decisions with long-term goals. Services include the Financial Clarity Planning Process, a full suite of diversified investment products, and complete employee benefits packages for small businesses. Operating hours are Monday to Thursday from 9:30 AM to 5:30 PM, and Friday from 9:30 AM to 12:30 PM. For more details or to schedule a consultation, visit karencodman.com.​

8. Strategic Portfolio Advisors Inc.

Strategic Portfolio Advisors (Spadvisors) is a client-centric investment advisory firm dedicated to helping individuals and families achieve their financial objectives. With a heritage spanning three generations, the firm emphasizes personalized attention and fiduciary responsibility, ensuring that clients’ best interests are always the top priority. Led by President and Chief Investment Officer Todd M. Jones, Spadvisors aligns its investment strategies with clients’ goals, adapting to changing circumstances to provide stability and growth. Located at 194 Marina Dr. Suite 202, Long Beach, CA 90803, the firm offers a range of services tailored to each client’s unique financial situation. For more information or to schedule a consultation, visit spadvisors.net.

9.The Financial Alliance & Insurance Solutions

Financial Alliance & Insurance Solutions (FAIS) offers expert financial services aimed at securing a successful retirement. With offices in Long Beach and Rolling Hills Estates, CA, FAIS specializes in retirement strategies, annuities, life insurance, and wealth management. Their client-first approach focuses on safety, reasonable returns, and simplicity, ensuring that every financial decision is informed and aligned with your goals. Contact FAIS for a personalized consultation at (562) 362-6333 or visit yourfais.com.

10. Linda A. Walker CFP

Linda A. Walker, CFP, is a seasoned financial advisor based in Long Beach, California, specializing in providing personalized financial planning and insurance services. With a focus on helping clients navigate complex financial decisions, Linda offers expertise in investment management, retirement planning, and comprehensive insurance solutions. Her commitment to understanding each client’s unique needs ensures tailored strategies that align with their financial objectives. To learn more about her services or to schedule a consultation, visit lindaawalkerfp.com.

• Services: Financial Planning, Investment Management, Retirement Planning, Insurance Solutions​
  
• Address: 1 World Trade Center, Downtown, Long Beach, CA 90831​
  
• Phone: +1 562-986-5859
  

Website: lindaawalkerfp.com