{"id":14556,"date":"2025-04-02T17:21:04","date_gmt":"2025-04-02T17:21:04","guid":{"rendered":"https:\/\/pillarwm.com\/retirement-planners\/?page_id=14556"},"modified":"2025-11-20T11:35:32","modified_gmt":"2025-11-20T11:35:32","slug":"los-angeles-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/retirement-planners\/los-angeles-to-consider\/","title":{"rendered":"Retirement Planners in Los Angeles to Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image-1.png\" alt=\"Retirement Planners in Los Angeles to Consider\" class=\"wp-image-60135\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image-1.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image-1-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Los Angeles, a city synonymous with opportunity and innovation, is also home to a diverse range of investment firms that offer strategic financial planning, wealth management, and retirement services. Whether you&#8217;re an individual seeking sustainable investment options or a family office in need of comprehensive portfolio management, these firms operate with professionalism, transparency, and a commitment to your financial future. Below are ten investment firms in Los Angeles to consider for tailored financial guidance.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXe66eJ_Cnyqd0PftS_vGlG9fxC1N6BaaMGE6DdXrhIYSsjwCJvkXNrJkcWpEgYN-7xVHgGGyURQVFtfqYZvY5RwOdIVv7jQ51ygr3WkYpuoDm0rtVkSPd_d2buQ_hWCbrtLGqzP1Q.png\" alt=\"KLK Capital Management LLC\" class=\"wp-image-60139\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXe66eJ_Cnyqd0PftS_vGlG9fxC1N6BaaMGE6DdXrhIYSsjwCJvkXNrJkcWpEgYN-7xVHgGGyURQVFtfqYZvY5RwOdIVv7jQ51ygr3WkYpuoDm0rtVkSPd_d2buQ_hWCbrtLGqzP1Q.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXe66eJ_Cnyqd0PftS_vGlG9fxC1N6BaaMGE6DdXrhIYSsjwCJvkXNrJkcWpEgYN-7xVHgGGyURQVFtfqYZvY5RwOdIVv7jQ51ygr3WkYpuoDm0rtVkSPd_d2buQ_hWCbrtLGqzP1Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. KLK Capital Management LLC<\/strong><\/h2>\n\n\n\n<p>KLK Capital Management is a Los Angeles-based firm offering bespoke financial advisory services to high-net-worth families, individuals, and institutions. Founded in 2014 by Hyung Kim, it provides a structured four-step process that includes personalized planning, portfolio monitoring, and ongoing reviews. The firm partners with Diversify Advisory Services and DFPG Investments to ensure robust client solutions.<br><strong>Phone:<\/strong> 949-379-1988<br><strong>Email:<\/strong> info@klkcapital.com<br><strong>Address:<\/strong> 2560 W Olympic Blvd Suite 303, Los Angeles, CA 90006<br><strong>Website:<\/strong><a href=\"https:\/\/www.klkcapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.klkcapital.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfXHz5iFD1HhOu2Su5MN5ZhaDdFJtoiTF2P1FIEj-J6QMzhs5vmXfZ6VAtpmYSLcjME9EGS1EcDCfqFiDyPE6OYzenJltiKkfNegCCiNLgz26ZsLC05oig5rTT0gXXCLLDcZAjeng.png\" alt=\"Sustainable Responsible Retirement Strategies (SRRS)\" class=\"wp-image-60145\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfXHz5iFD1HhOu2Su5MN5ZhaDdFJtoiTF2P1FIEj-J6QMzhs5vmXfZ6VAtpmYSLcjME9EGS1EcDCfqFiDyPE6OYzenJltiKkfNegCCiNLgz26ZsLC05oig5rTT0gXXCLLDcZAjeng.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfXHz5iFD1HhOu2Su5MN5ZhaDdFJtoiTF2P1FIEj-J6QMzhs5vmXfZ6VAtpmYSLcjME9EGS1EcDCfqFiDyPE6OYzenJltiKkfNegCCiNLgz26ZsLC05oig5rTT0gXXCLLDcZAjeng-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Sustainable Responsible Retirement Strategies (SRRS)<\/strong><\/h2>\n\n\n\n<p>SRRS specializes in socially responsible investing and sustainable strategies. Based in La Crosse but with a Los Angeles presence, it is led by Allison Mendoza, AIF\u00ae, and focuses on risk-managed, value-aligned investment plans. Their services include estate planning, cash flow management, and tactical portfolio diversification.<br><strong>Phone:<\/strong> 888-492-4623<br><strong>Email:<\/strong> bill.neil@lpl.com<br><strong>Address:<\/strong> 444 N Main St, Los Angeles, CA 54601<br><strong>Website:<\/strong><a href=\"https:\/\/srretirementstrategies.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/srretirementstrategies.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeA2Dgw9JNN-sv5toeV300QV9-D1qReU0c5XjmrUM42Cz-DSDNKJtcUVccXyoOrtfSn9evO79Cfe0VWbwA-wVpXD6ctNoJehbYEjbqSzi60zrQaodma6BpM2XSdlEH9MH6cFX8n8w.png\" alt=\"Apollo Global Management LLC\" class=\"wp-image-60136\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeA2Dgw9JNN-sv5toeV300QV9-D1qReU0c5XjmrUM42Cz-DSDNKJtcUVccXyoOrtfSn9evO79Cfe0VWbwA-wVpXD6ctNoJehbYEjbqSzi60zrQaodma6BpM2XSdlEH9MH6cFX8n8w.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeA2Dgw9JNN-sv5toeV300QV9-D1qReU0c5XjmrUM42Cz-DSDNKJtcUVccXyoOrtfSn9evO79Cfe0VWbwA-wVpXD6ctNoJehbYEjbqSzi60zrQaodma6BpM2XSdlEH9MH6cFX8n8w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Apollo Global Management LLC<\/strong><\/h2>\n\n\n\n<p>With a major Los Angeles office, Apollo Global Management is known for its leadership in alternative asset management. The firm focuses on credit, private equity, and real assets, and manages over $651 billion in AUM. Its business is structured around asset management, retirement services, and principal investing.<br><strong>Phone:<\/strong> 310-843-1900<br><strong>Email:<\/strong> boardofdirectors@apollo.com<br><strong>Address:<\/strong> 2000 Avenue of the Stars #510, Los Angeles, CA 90067<br><strong>Website:<\/strong><a href=\"https:\/\/www.apollo.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.apollo.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXerkjxEDDT7833eG7liyI0le9WFfMZjPMZYPXWRX-hlbO9eYLnwU2QrGJV83qaNTAiy9kClU7AcIihgUgTm3sCpA9-k7ktjZy2u13FrIEaRRi0twEm_foi2A5IlUqSiW5_i0mSq7Q.png\" alt=\"Impact Fiduciary\" class=\"wp-image-60142\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXerkjxEDDT7833eG7liyI0le9WFfMZjPMZYPXWRX-hlbO9eYLnwU2QrGJV83qaNTAiy9kClU7AcIihgUgTm3sCpA9-k7ktjZy2u13FrIEaRRi0twEm_foi2A5IlUqSiW5_i0mSq7Q.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXerkjxEDDT7833eG7liyI0le9WFfMZjPMZYPXWRX-hlbO9eYLnwU2QrGJV83qaNTAiy9kClU7AcIihgUgTm3sCpA9-k7ktjZy2u13FrIEaRRi0twEm_foi2A5IlUqSiW5_i0mSq7Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>4. Impact Fiduciary<\/strong><\/h2>\n\n\n\n<p>Impact Fiduciary, founded by Patrick Dinan, CFP\u00ae, CSRIC\u00ae, is a fee-only wealth management firm in Pasadena that integrates sustainable investing with advanced financial planning. Their niche lies in helping tech professionals manage stock options, RSUs, and complex retirement plans.<br><strong>Phone:<\/strong> 323-615-1427<br><strong>Email:<\/strong> patrick.dinan@impactfiduciary.com<br><strong>Address:<\/strong> 3436 Madera Ave, Los Angeles, CA 90039<br><strong>Website:<\/strong><a href=\"http:\/\/www.impactfiduciary.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.impactfiduciary.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXda-y0Of1h5aFb8DFWgdJfcgZXWkDwYpa3v6i_RcMcf23upLIM3hWdUdmS1SWyUcxFmV8u8SZieq77vFuyqVGoMwxmmh87kQLvabZS9zl9FvBrM_7DRDDrlfRBDwCk92mSddxedXA.png\" alt=\"Dreyer Wentworth Wealth Management\" class=\"wp-image-60140\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXda-y0Of1h5aFb8DFWgdJfcgZXWkDwYpa3v6i_RcMcf23upLIM3hWdUdmS1SWyUcxFmV8u8SZieq77vFuyqVGoMwxmmh87kQLvabZS9zl9FvBrM_7DRDDrlfRBDwCk92mSddxedXA.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXda-y0Of1h5aFb8DFWgdJfcgZXWkDwYpa3v6i_RcMcf23upLIM3hWdUdmS1SWyUcxFmV8u8SZieq77vFuyqVGoMwxmmh87kQLvabZS9zl9FvBrM_7DRDDrlfRBDwCk92mSddxedXA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>5. Dreyer Wentworth Wealth Management<\/strong><\/h2>\n\n\n\n<p>Located in Long Beach with a presence in Los Angeles, Dreyer Wentworth is led by Rebecca Dreyer, MBA, CRPC\u00ae, and offers personalized services such as retirement income strategies and legacy planning. Their platform includes market commentaries and financial tools for clients.<br><strong>Phone:<\/strong> 562-256-7028<br><strong>Email:<\/strong> rebecca_dreyer@dreyerwentworth.com<br><strong>Address:<\/strong> 11620 Wilshire Blvd 9th Floor, Los Angeles, CA 90025<br><strong>Website:<\/strong><a href=\"http:\/\/www.dreyerwentworth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.dreyerwentworth.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc68KPQxG5myCLtWM841-wmOJB0c188fsJMU4EcinUvR-1ZHlJBPDvM3DHh9CUN0z0r6pBVpIAKfaacuzs3UKZXesmbfRiljJRjxUiX6Tgc3AcB4gvD7amAYwNirkZ8hJn_fPDO.png\" alt=\"Shirley Wang \u2013 Northwestern Mutual\" class=\"wp-image-60144\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc68KPQxG5myCLtWM841-wmOJB0c188fsJMU4EcinUvR-1ZHlJBPDvM3DHh9CUN0z0r6pBVpIAKfaacuzs3UKZXesmbfRiljJRjxUiX6Tgc3AcB4gvD7amAYwNirkZ8hJn_fPDO.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc68KPQxG5myCLtWM841-wmOJB0c188fsJMU4EcinUvR-1ZHlJBPDvM3DHh9CUN0z0r6pBVpIAKfaacuzs3UKZXesmbfRiljJRjxUiX6Tgc3AcB4gvD7amAYwNirkZ8hJn_fPDO-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>6. Shirley Wang \u2013 Northwestern Mutual<\/strong><\/h2>\n\n\n\n<p>Shirley Wang offers financial planning services under the Northwestern Mutual umbrella. Based in downtown Los Angeles, she focuses on investment planning, retirement solutions, and long-term relationship building to support financial goals.<br><strong>Phone:<\/strong> 213-243-4458<br><strong>Email:<\/strong> shirley.wang@nm.com<br><strong>Address:<\/strong> 515 S Flower St Fl 34, Los Angeles, CA 90071<br><strong>Website:<\/strong><a href=\"http:\/\/shirleywang.nm.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/shirleywang.nm.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc_1NzTay7tRijoTP-G6e52XoHPBnIoGq80_XOcrQ7MwsXH7r47bEE18lfWW9oDCCQiVvKvgtbXJb84GvjvOMOMvZ_C2WJaoJ9I7uNWJfPX-eJzCD_uSXDS8RKJeBL7SRie5CaEfw.png\" alt=\"BlackLines Financial\" class=\"wp-image-60138\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc_1NzTay7tRijoTP-G6e52XoHPBnIoGq80_XOcrQ7MwsXH7r47bEE18lfWW9oDCCQiVvKvgtbXJb84GvjvOMOMvZ_C2WJaoJ9I7uNWJfPX-eJzCD_uSXDS8RKJeBL7SRie5CaEfw.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXc_1NzTay7tRijoTP-G6e52XoHPBnIoGq80_XOcrQ7MwsXH7r47bEE18lfWW9oDCCQiVvKvgtbXJb84GvjvOMOMvZ_C2WJaoJ9I7uNWJfPX-eJzCD_uSXDS8RKJeBL7SRie5CaEfw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>7. BlackLines Financial<\/strong><\/h2>\n\n\n\n<p>BlackLines Financial is committed to fiduciary transparency and customized financial strategies. Their services include long-term investment management and life-stage financial planning, emphasizing clarity and tailored advice.<br><strong>Phone:<\/strong> 213-789-6950<br><strong>Email:<\/strong> kelseywilson@blacklinesfinancial.com<br><strong>Address:<\/strong> 515 S Flower St Fl 18, Los Angeles, CA 90071<br><strong>Website:<\/strong><a href=\"http:\/\/blacklinesfinancial.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/blacklinesfinancial.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeyMmWZbn9oNOY8CEwbFvAmZaQDmLAUv62S-Lz5wdVE56tD4Mt1hcV_hB9MqionpN6KulCZXaE3lbSet_wqZKQ5Id5mv8cosSAQtBhhCcXQXpv7xvXcjG6Zum1bYt9TKt7d0oyF.png\" alt=\"Weinberger Asset Management (WAM)\" class=\"wp-image-60141\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeyMmWZbn9oNOY8CEwbFvAmZaQDmLAUv62S-Lz5wdVE56tD4Mt1hcV_hB9MqionpN6KulCZXaE3lbSet_wqZKQ5Id5mv8cosSAQtBhhCcXQXpv7xvXcjG6Zum1bYt9TKt7d0oyF.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeyMmWZbn9oNOY8CEwbFvAmZaQDmLAUv62S-Lz5wdVE56tD4Mt1hcV_hB9MqionpN6KulCZXaE3lbSet_wqZKQ5Id5mv8cosSAQtBhhCcXQXpv7xvXcjG6Zum1bYt9TKt7d0oyF-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>8. Weinberger Asset Management (WAM)<\/strong><\/h2>\n\n\n\n<p>Founded in 1993, WAM is a fee-only RIA offering wealth management, financial planning, and divorce financial analysis. Their discovery-based approach and Total Client Profile analysis help align clients\u2019 financial decisions with life goals.<br><strong>Phone:<\/strong> 310-442-8472<br><strong>Email:<\/strong> aweinberger@wamasset.com<br><strong>Address:<\/strong> 11661 San Vicente Blvd #820, Los Angeles, CA 90049<br><strong>Website:<\/strong><a href=\"http:\/\/www.wamasset.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.wamasset.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXd0iqCns7Z_8z80OxP1ubh-cCCTD6Qm15dtsznPOPF-395-zDieIiKH_oiSaZVfLA8P7z6rr3GupvIzTQ-FDyIPXZRI4wBhwadbcUlj6sfF1pu1EIWIwMM9itfYjnHNw2Y6E_nt5g.png\" alt=\"Rainmaker Securities (Riley Investment Management LLC)\" class=\"wp-image-60137\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXd0iqCns7Z_8z80OxP1ubh-cCCTD6Qm15dtsznPOPF-395-zDieIiKH_oiSaZVfLA8P7z6rr3GupvIzTQ-FDyIPXZRI4wBhwadbcUlj6sfF1pu1EIWIwMM9itfYjnHNw2Y6E_nt5g.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXd0iqCns7Z_8z80OxP1ubh-cCCTD6Qm15dtsznPOPF-395-zDieIiKH_oiSaZVfLA8P7z6rr3GupvIzTQ-FDyIPXZRI4wBhwadbcUlj6sfF1pu1EIWIwMM9itfYjnHNw2Y6E_nt5g-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>9. Rainmaker Securities (Riley Investment Management LLC)<\/strong><\/h2>\n\n\n\n<p>Rainmaker specializes in private securities transactions and operates Rainmaker-X, a marketplace for late-stage and pre-IPO opportunities. They work with institutions and HNWIs for capital raising, M&amp;A advisory, and secondary market transactions.<br><strong>Phone:<\/strong> 310-966-1445<br><strong>Email:<\/strong> websitecontact@rainmakersecurities.com<br><strong>Address:<\/strong> 11100 Santa Monica Blvd #810, Los Angeles, CA 90025<br><strong>Website:<\/strong><a href=\"https:\/\/www.rainmakersecurities.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.rainmakersecurities.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcIexYCWQqFH6DtPYNWtFaLvpDodNphRuHpzdzlXQ0j0aKRxLz5m8F-mazSeCLAIux76YElR-yf5SL5ZU6zV519kUzX32YB__W4OrGAs6y3iNCsNtBgD5lvVnM1wM-6H8WTSoIQA.png\" alt=\"Created Wealth Advisory\" class=\"wp-image-60143\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcIexYCWQqFH6DtPYNWtFaLvpDodNphRuHpzdzlXQ0j0aKRxLz5m8F-mazSeCLAIux76YElR-yf5SL5ZU6zV519kUzX32YB__W4OrGAs6y3iNCsNtBgD5lvVnM1wM-6H8WTSoIQA.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcIexYCWQqFH6DtPYNWtFaLvpDodNphRuHpzdzlXQ0j0aKRxLz5m8F-mazSeCLAIux76YElR-yf5SL5ZU6zV519kUzX32YB__W4OrGAs6y3iNCsNtBgD5lvVnM1wM-6H8WTSoIQA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>10. Created Wealth Advisory<\/strong><\/h2>\n\n\n\n<p>Created Wealth Advisory delivers values-driven financial services. Led by Anne B. Johnston, the firm emphasizes personal alignment with financial freedom and strategic estate planning, offering deeply personalized advisory solutions.<br><strong>Phone:<\/strong> 310-601-4262<br><strong>Email:<\/strong> connect@createdwealth.com<br><strong>Address:<\/strong> 4081 Redwood Ave, Los Angeles, CA 90066<br><strong>Website:<\/strong><a href=\"http:\/\/www.createdwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.createdwealth.com\/<\/a><\/p>\n\n\n\n<p>These investment firms each bring unique strengths and philosophies to the financial planning process. Whether your goals include wealth preservation, sustainable investing, or legacy building, these firms represent a thoughtful selection to explore in Los Angeles.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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