Financial Planners in Pasadena, CA — 20 Firms (2026)
20 financial planners in Pasadena, California meet our listing bar — a website plus a public review record. They average 4.26★ across 20 rated firms, and 12 are rated 4.5★ or higher. The highest-rated is Lake Avenue Financial at 5.0★ across 41 Google reviews.
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LA
Lake Avenue Financial✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 5.0★ across 41 Google reviews.
GW
Grounded Wealth Advisors, LLC✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 30 Google reviews.
IF
Impact Fiduciary✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 27 Google reviews.
FF
Foundry Financial, LLC✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 19 Google reviews.
AA
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 5.0★ across 17 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 5.0★ across 16 Google reviews.
OF
Oliria Financial✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 16 Google reviews.
FW
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 13 Google reviews.
FF
First Financial Consulting✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
MS
Mission Street Wealth Planning✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
DW
Derive Wealth✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 5.0★ across 6 Google reviews.
RP
Retirement Planners of America✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 4.9★ across 42 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 4.0★ across 12 Google reviews.
FW
Favor Wealth✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 4.0★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 3.2★ across 60 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning. Rated 3.2★ across 38 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering advisory. Rated 3.1★ across 16 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering advisory. Rated 2.7★ across 21 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 2.6★ across 19 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningPasadena, CA
Financial Planning in Pasadena, California offering financial planning, and advisory. Rated 2.4★ across 56 Google reviews.
Top financial planners in Pasadena
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lake Avenue Financial✓ | Financial Planning | ★ 5.0 | 41 |
| 2 | Grounded Wealth Advisors, LLC✓ | Financial Planning | ★ 5.0 | 30 |
| 3 | Impact Fiduciary✓ | Financial Planning | ★ 5.0 | 27 |
| 4 | Foundry Financial, LLC✓ | Financial Planning | ★ 5.0 | 19 |
| 5 | Anthony Arriaran - Edelman Financial Engines✓ | Financial Planning | ★ 5.0 | 17 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.