4 Best Gold IRA Investment Companies Near Me in Santa Monica, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
ADDRESS: 100 Wilshire Blvd #700, Santa Monica, CA 90401, United States
NUMBER: +1 949-205-7002
DESCRIPTION FROM BUSINESS: Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales, settlement awards, and much more…
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his clients.
Daniel’s attentive listening allows him to create highly personalized financial strategies. He also takes the initiative to follow up periodically, ensuring his client’s life goals and needs continue to be reflected in their financial plans. He is on top of things.
His eagerness to act on your behalf and diligent execution of his expertise during complicated financial situations makes him so much more than a basic advisor. I would highly recommend Daniel. You want this man on your team! – Sherri Norris
REVIEW #2 – Very happy with Daniel’s help so far. He’s extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn’t know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors. – travis siegel
REVIEW #3 – Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He lays out pros and cons, never pushes an agenda, and makes sure I understand exactly why we’re taking a given approach.
He’s also responsive, detailed, patient with my myriad of questions, and I always leave our conversations feeling confident and calm about our decisions.
Bottom line: I trust Daniel’s judgment, I enjoy working with him, and I recommend him without reservation. – michael mazor
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Gerber Kawasaki Wealth and Investment Management
ADDRESS: 2437 Main St, Santa Monica, CA 90405, United States
NUMBER: +1 310-399-6397
DESCRIPTION FROM BUSINESS: In the wake of the financial crisis, many brand-name financial institutions had destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long time friends, that a new paradigm for wealth and investment management was not only needed, but also they were the people to do it…
STORE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.
As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities.
Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly. – Andrew Frohling
REVIEW #2 – Working with Steven Evensen and GK has been a great experience. He’s helped me build a solid plan and has taken the time to explain the reasoning behind each recommendation. He’s patient, responsive, and always willing to answer questions or talk through concerns. It’s clear he genuinely cares about his clients’ goals and wants them to feel confident in their decisions. I’d recommend Steven to anyone looking for a knowledgeable, trustworthy financial advisor who makes the process approachable. – Edward Neuman
REVIEW #3 – Jimmy Bisharat at Gerber Kawasaki is the real deal. He takes the time to understand your goals and makes complex financial decisions simple and actionable.
I never feel sold to do anything, just guided by someone who genuinely cares and knows his stuff. I finally feel confident about my plan and where I’m headed financially. Highly recommend working with him. – Deanna Abro
REVIEW #4 – Jimmy Bisharat has been incredible for our family’a financial planning. He helped us get organized, build on our investments, and create a real plan for our future… all in a way that actually made sense!
He’s patient, easy to talk to, and truly cares about what’s best for us. We finally feel confident about our finances and where we’re headed. Highly recommend working with him. – Daniel Abro
REVIEW #5 – I’ve been working with Ryan Gomez for a while now, and I can confidently say he’s one of the best financial advisors I’ve ever met. He takes the time to explain options clearly, make thoughtful recommendations, and always put my goals first. His professionalism, honesty, and expertise make financial planning feel easy and stress-free. I’m grateful to have him in my corner! – Aaron C
WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA
ADDRESS: 520 Broadway #200, Santa Monica, CA 90401, United States
NUMBER: +1 310-220-4946
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | 10:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – WellAcre really gave me some great advice for navigating my SAG pension. They are conversant with the uniqueness of this particular plan as it is different than others. Adam and Fenimore are great and Adam’s podcasts are very informative! – John Flynn
REVIEW #2 – I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication.
It is rare that I come across great customer experience. Wellacre is exceptional! Thank you! – Geoff Allen
REVIEW #3 – I’ve been with WellAcre for a couple of years now, and have nothing but great things to say about Adam and his team. They are attentive, responsive, forward-thinking, and an overall pleasure to work with. I highly recommend them! – Hannah Coleman
REVIEW #4 – We would like to express our heartfelt gratitude to Adam Scott and WellAcre Global Wealth Advisers. Adam has been our financial advisor for many years. He is highly ethical and his expert guidance, financial planning and sophisticated tax strategies have transformed our financial lives. He is passionately dedicated to his clients, and the results have far exceeded our expectations. Thank you Adam! – Paul Rubell
REVIEW #5 – It is a pleasure to recommend WellAcre Global Wealth Advisors, the company’s head Adam Scott, and the entire team for their outstanding service, superb customer care, and unwavering probity. I feel fortunate to be in their capable hands. They are not only experts in the field, but genuinely warm and dedicated people who do their utmost to steward their clients. There is never a moment of falling through the cracks, missed communication, or negative interaction. I feel like part of an extended family for whom my well-being, both financial and personal, is of sincere importance. I endorse them without reservation and with true enthusiasm. – Marina Belozerskaya
REVIEW #6 – WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. They are simply THE BEST! – Abigail Chilton
Sierra Investment Management, LLC
ADDRESS: 3420 Ocean Park Blvd #3060, Santa Monica, CA 90405, United States
NUMBER: +1 310-452-1887
DESCRIPTION FROM BUSINESS: We focus on serving the needs of investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Through the years, we have remained committed to our tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we strive to provide solutions that might complement investment portfolios, and strive to help advisors and their clients meet their investment goals…
STORE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Noor Ninja Boy must have the wrong company. Sierra Investments takes great care of your money, and their customer service is a cut way above the rest. We have been with them for over 30 years. – Mike Nesbitt
REVIEW #2 – Not sure who the one star reviewer is but Sierra is an investment company and the best I’ve ever worked with. We’ve been with them for 14 years and they’ve treated us wonderfully. – Ed Wheatly
REVIEW #3 – What’s the real difference between good advice and a great financial partner?
With David Wright, the answer is clear….
He’s a true renaissance man..
Well respected across the board from competitors and colleagues alike…
(an engineer, a bright legal mind, and a legend in the investment world)
More importantly, he’s someone who always puts his clients first….
David and his team at Sierra are disciplined, transparent, and focused on protecting and growing wealth through every market cycle.
They don’t just manage money… they build trust.
That’s why I can confidently say if you want experience, integrity, and results Sierra Investment Management is where you’ll find it.
And here’s the best part…
as great as they are at what they do, they’re even better human beings
Mahalo you guys! – Anthony Sayles
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