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Latest Best of LA

Best Financial Planners In Los Angeles

February 1, 2013 6:00 AM

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(credit: Joe Raedle/Newsmakers)

(credit: Joe Raedle/Newsmakers)

(credit: Joe Raedle/Newsmakers)

(credit: Joe Raedle/Newsmakers)


Every family needs a plan for the future. These days, chances are you’re not only paying for a wedding, you’re paying for college and maybe even that first home down payment. Get the household finances in order before you’re trying to pay off the kids’ student loans. The following financial planners are the best in the business for their commitment to their communities, honesty and their prosperous returns in wealth managing.

(credit: Louis Barajas)

(credit: Louis Barajas)


Louis Barajas
Financial Greatness, Inc.
10330 Pioneer Blvd., Suite 250
Santa Fe Springs, CA 90670
(562) 347-0070
www.louisbarajas.com

Louis Barajas is a highly-requested presentation speaker and an accomplished financial planner for the rich and famous who also specializes in working with minority populations. He has written books that focus on aiding women to start businesses and provides instruction on how Latinos can produce their own wealth. He speaks English and Spanish. Barajas is the creator of Financial Greatness, Inc., boasting more than two decades of experience in working in financial planning.

(credit: Brittney Castro)

(credit: Financially Wise Woman)


Brittney Castro
Financially Wise Woman
11620 Wilshire Blvd., Suite 400
Los Angeles, CA 90025
(424) 442-2503
www.financiallywisewomen.com

Brittney Castro caters to female business owners, families and entrepreneurs. By devoting time to developing relationships with her clients she runs one of the most trustworthy financial planning businesses in L.A., plus she has amazing social media skills, is an experienced seminar speaker and a workshop leader. Her method of preparing for the future is what sets her apart from other financial planners. She excels at strategizing investments, educational planning, tax plans and estate delegations.

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(credit: Merrill Lynch)

(credit: Merrill Lynch)


Mike Alvez
Merrill Lynch
225 S. Lake Ave.
Pasadena, CA 91101
(626) 356-2091
wealthmanagement.ml.com

Mike Alvez is a trusted financial planner who hones in on his client’s best interests. He and his clients work together to map out the best route to achieve financial success. He helps give financial guidance based on factors such as goals, necessities and possible outcomes. He is in demand for his services for professionals such as executives, attorneys and doctors. He is sought out for his sound advice and skill in finding the best stock investments and money-management strategies.

(credit: Merrill Lynch)

(credit: Merrill Lynch)


Rachel Cain
Merrill Lynch
2029 Century Park E, Suite 2800
Century City, CA  90067
(310) 858-4745
wealthmanagement.ml.com

Rachel Cain is an expert strategist with more than a decade of experience in wealth advising. Her background in international business paired with organizational leadership skills makes her an excellent choice for a personal financial planner. She works closely with families and women’s groups, making her a community favorite in her profession. Her expertise in fund management, generating new business and strategically planning for her client’s future make her one of the best financial planners in Los Angeles.

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(credit: Morgan Stanley)

(credit: Morgan Stanley)


Vivian Afriyie
Morgan Stanley
10960 Wilshire Blvd., Suite 2000
Los Angeles, CA 90024
(310) 443-0553
www.morganstanleyfa.com

Vivian Afriyie is an outstanding financial planner with more than 15 years of experience. Her strengths are in financial analysis, global wealth management, risk management and retirement planning. She’s also a master at business planning, estate planning, fixed incomes, educational planning, stock purchases and corporate trusts. She partners with businesses and addresses subjects that concern entrepreneurs. She then creates individual maps to aid proprietors in executing transition plans and finance business goals.

Cassandra Bautista is a freelance writer from Los Angeles. Her work can be found at Examiner.com.

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