Santa Clarita, California—located just north of Los Angeles—offers a growing range of investment firms for residents seeking to manage and grow their financial assets. As the city continues to attract professionals, families, and retirees, the demand for personalized financial planning and investment advice remains steady. Investment firms in Santa Clarita provide services such as portfolio development, retirement planning, tax strategy, and long-term wealth management. These firms include independent advisors, boutique financial planners, and branches of national institutions. This overview offers a neutral look at the investment firms in Santa Clarita, giving readers a clearer understanding of their options without promoting specific providers.
1. Free Financial
Free Financial is a registered investment adviser based in Santa Clarita, California, dedicated to providing accessible and personalized financial planning services. Founded with the mission to eliminate common barriers to financial advice—such as high fees and lack of trust—Free Financial offers fairly priced financial plans to individuals and families, regardless of their current financial situation. Their services include tax preparation and e-filing, life insurance planning, investment management, and comprehensive financial planning. By focusing on building long-term relationships and offering transparent, client-centered advice, Free Financial aims to help clients achieve their financial goals and secure a positive future.
Phone: (661) 200-5657
Address: 22924 Lyons Ave, Suite 205, Santa Clarita, CA 91321, United States
Website: free-financial.com
2. Lentini Financial Advisory
Lentini Financial Advisory is a Santa Clarita-based financial services firm led by Nicholas A. Lentini, LUTCF. With over 29 years of experience in investment management and retirement planning, Nick specializes in creating customized financial plans tailored to clients’ individual retirement needs. He holds Series 6, 7, 63, and 66 licenses and is registered with Osaic Wealth, Inc. and Continuum Advisory, LLC. Beyond his professional endeavors, Nick is actively involved in the Santa Clarita community, serving on various boards and committees, including the Santa Clarita Rotary Club and the Child and Family Center Foundation.
Phone: (661) 254-7633
Email: [email protected]
Address: 24359 Walnut St, Unit B, Santa Clarita, CA 91321, United States
Website: lentinifinancialadvisory.com
3. CaMu Financial & Insurance Services, Inc.
CaMu Financial & Insurance Services, Inc., located in Santa Clarita (Valencia), California, is a family-operated firm specializing in estate planning, retirement income strategies, and life insurance solutions. Founded in 2006, the firm is led by Dr. Rafeek G. Mikhail, MD, CFF, CRFA, CAS, and Mary Mikhail, CFF, CRFA, CAS, Life Agent. They emphasize a fiduciary approach, ensuring that clients’ best interests are prioritized in all financial planning decisions.
Phone: (661) 977-3371
Email: [email protected]
Address: 28212 Kelly Johnson Pkwy, Suite 130, Santa Clarita, CA 91355, United States
Website: camu.biz
4. Baron Lee – Wealth Management Advisor, U.S. Bancorp Investments
Baron Lee is a Wealth Management Advisor with U.S. Bancorp Investments, serving clients in Santa Clarita, Valencia, and Newhall, California. He began his financial services career in 2018 and became a Wealth Management Advisor in 2024. Baron specializes in assisting new investors, college planning, and those nearing retirement. He collaborates with U.S. Bank Wealth Management Bankers to provide a holistic approach to clients’ financial needs, offering services such as investment management, retirement planning, and liquid asset secured financing. Baron is registered with FINRA and holds Series 6, 7, 63, and 66 licenses. He is also registered as an Investment Adviser Representative in California.
Phone: (323) 447-2340
Email: [email protected]
Address: 23620 Lyons Ave, Santa Clarita, CA 91321, United States
Website: usbank.com/wealth-management/find-an-advisor/ca/santa-clarita/baron-lee
5.Prestige Financial Advisors
Prestige Financial Advisors is an independent financial services and legal document assistance firm based in Santa Clarita, California. Established in 1997, the firm specializes in serving retirees, pre-retirees, and clients from diverse backgrounds by providing personalized financial guidance aimed at securing financial independence. Their services encompass wealth management, retirement and investment planning, insurance solutions, and estate planning. Additionally, they offer legal document assistance through “The Document People.” Prestige Financial Advisors operates with a fiduciary commitment, offering investment advisory and financial planning services through Simplicity Wealth, LLC, an SEC-registered investment adviser. The firm emphasizes integrity, ethics, value, and trust as the foundation of its client relationships.
Phone: (661) 252-4000
Email: [email protected]
Address: 27225 Camp Plenty Rd, Suite 5, Santa Clarita, CA 91351, United States
Website: prestigefa.com
6. Continuum Global Asset Management, LLC (CGAM)
Continuum Global Asset Management, LLC (CGAM) is a registered investment advisor based in Santa Clarita, California. The firm offers personalized investment management services, focusing on aligning clients’ financial goals with tailored strategies. CGAM is led by Manu Walia, an experienced investment advisor committed to providing comprehensive financial guidance. The firm emphasizes a client-centric approach, ensuring that each investment plan is customized to meet the unique needs and objectives of its clients.
Phone: (661) 312-2070
Email: [email protected]
Address: 20419 Cheryl Ln, Santa Clarita, CA 91350
Website: cgamadvisor.com
Navigating Santa Clarita’s Financial Advisory Options
Choosing an investment firm involves evaluating your financial goals, risk tolerance, and the level of support you prefer. In Santa Clarita, investors can find a broad mix of firms offering various strategies and client-focused services. While this guide does not recommend any particular firm, it highlights the diversity of the city’s investment resources to help individuals make informed choices. Taking the time to compare services and advisory styles can support better long-term financial planning. As Santa Clarita continues to grow, its investment firms remain an important resource for building financial confidence and security.
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