Best Financial Advisors in Long Beach

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
460+
Advisors
4.7/5.0
Average Rating

Long Beach Financial Landscape

Long Beach's economy thrives on trade, tourism, and healthcare, benefiting from its strategic port location. The city is also a hub for technology and manufacturing, contributing to its growth.

Major industries
Trade, Tourism, Healthcare
Population
469K (metro: 1.5M)
Median household income
$76,000
Unique needs
Long Beach requires tailored financial strategies due to its unique economic landscape and diverse population.
Market Insights
Economic Growth
According to BEA (2023), Long Beach's GDP growth rate is projected at 3.5%, driven by trade and tourism recovery post-pandemic.
Wealth Demographics
According to Census (2023), the median household income in Long Beach is $76,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Long Beach are increasingly specializing in real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Long Beach is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Long Beach's housing market is competitive, with median home prices rising 10% year-over-year.
Business Environment
According to Fortune (2024), Long Beach ranks high for business innovation, particularly in logistics and tech startups.

Top 5 Financial Advisors in Long Beach

TSG Wealth Management - Long Beach
★ ★ ★ ★ ★ 5
Randall Wealth Management Group
★ ★ ★ ★ ★ 5
Pearl Financial, Inc
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michael A Shafer, AAMS®
★ ★ ★ ★ ★ 5
William Allan Investment Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Long Beach, 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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Long Beach-Specific Expertise
For Long Beach residents working in Trade, Tourism, Healthcare, 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
Long Beach's port-centric economy faces trade risks; real estate is volatile with rising prices. Prepare for natural disasters like earthquakes and consider diversifying investments.

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