Financial Planners near Monterey Park

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“My wife and I worked with Ryan for just over 2 years. Although I would say that I'm intrinsically motivated when it comes to personal finance (i.e., regularly update our family budget, reallocate our brokerage accounts and retirement investments, align on financial goals as a family), the services offered by Derive Wealth brought us to the NEXT LEVEL. We didn't want to sign up for someone to take over full control of our finances but rather someone who could educate, coach, and advise. Ryan was the triple threat. Derive Wealth offered automated tools that essentially did all of our budgeting updates which saved me hours. Additionally, we scheduled quarterly touchpoints with Ryan to check in on our progress against our goals, talk through life milestones (how to financially prepare for our first kid, first home purchase, second home purchase). ENTHUSIASTICALLY RECOMMEND Derive Wealth to anyone looking to either get a grasp on their personal finances“

“Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several friends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.“

“If you need family wealth management services, schedule an appointment. I highly recommend them to my clients.“

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“Leah Burnett listened to my needs and concerns. She is very knowledgeable and guided me through the retirement process through a comprehensive analysis of my goals. She has provided me piece of mind knowing that my retirement is on pace.“

“When Covid hit the market in March 2020 our account dropped but Greg quickly put it all in cash. He carefully managed our investment. We received our monthly retirement distributions and Mr. Garabedian's management fee was paid. Still, we finished 2020 with the account back where we started in Jan. We couldn't be more satisfied.“

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