Best Financial Advisors in Arcadia

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.3/5.0
Average Rating

Arcadia Financial Landscape

Arcadia's economy thrives on a mix of retail, healthcare, and education sectors. The city benefits from its proximity to Los Angeles, enhancing its economic opportunities.

Major industries
Retail, Healthcare, Education
Population
57.6K (metro: 13.2M)
Median household income
$82,000
Unique needs
Arcadia requires tailored financial planning due to its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Arcadia's economy has shown steady growth, driven by local retail and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Arcadia is approximately $82,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Arcadia increasingly focus on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Arcadia is higher than the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Arcadia is competitive, with home prices rising significantly over the past year.
Business Environment
According to Fortune (2024), Arcadia's business climate is favorable, with supportive local policies for small and medium enterprises.

Top 5 Financial Advisors in Arcadia

James A Christiansen - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Jean Koehler - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
MassMutual Greater Los Angeles
★ ★ ★ ★ ★ 5
Isaac Taylor - Thrivent Huntington Group
★ ★ ★ ★ ★ 5
Harvest Financial - Cetera Advisors LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Arcadia, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Arcadia-Specific Expertise
For Arcadia residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Arcadia's retail and healthcare sectors face economic volatility. Real estate prices are high, indicating bubble risks. Prepare for potential flooding and diversify investments.

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