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Charles Schwab
Referral from
Aug 08, 2019
ElizabethReiner:
What is the best bank for NYC and abroad travel? I know about the best bank in nyc I read the search bar. Looking for easiest to switch...
Lemonyhampeapasta:
[Charles Schwab online banking](http://Schwab.com) No minimum, free checking, savings, free checkbooks, no limit on frequency of ATM... Edelman Financial Services
Referral from
Jun 28, 2016
Nisha A.:
I am looking for good recommendations for: lawyer and financial advisor.
Anne C.:
We have been really happy with Ric Edelman for our financial advisor. John Davis specifically is our advisor at that office.... Benjamin Britt-Northwestern Mutual
- Financial Planner
- 11111 Santa Monical Blvd., Ste 300 Los Angeles, CA 90025
Referral from
Mar 14, 2018
Jessica D.:
Just recently moved to Redlands. Can anyone point me in the direction of a professional financial advisor? I have some questions, thanks!
Danielle I.:
Ben Britt http://www.benjamin-britt.com/ Alpha Consulting and Tax
- Financial Planner, Bookkeeper, Accountant
- 16501 Ventura Blvd Los Angeles, CA 91436
- Closed ⋅ Opens at 7:00AM
Referral from
Feb 26, 2013
Craig B.:
Does anyone have a personal income tax person in Los Angeles that they can recommend?...I usually just do H&R block, but this year...
Aiden S.:
Alpha Consulting & tax 818-784-2525 speak with Yoram, can't get any better.
Referral from May 26, 2017
Frankfusion asked:
Where can I find financial planning lessons for my high school students? I'm teaching kids at a continuation charter school in South Los Angeles, and I'd like to give my...
SchmidtytheKid replied:
https://www.daveramsey.com/school/foundations
PastTense1 replied:
Repost in /r/personalfinance/
nightdecay replied:
omfg. i would like to say THANK YOU! for taking your time to provide those students with financial planning. a lot of schools do not provide that and it is a lesson that every single person should be taught. [Visa's Practical Money Skills](http://www.practicalmoneyskills.com/) [H&R Block Budget Challenge](http://hrblock.budgetchallenge.com/)
anyrandomtech replied:
Depends on how deep you are going into it. I would say a basic knowledge if how credit cards work, interest, budgeting, emergency funds is good. Are you actually going into 401K and investing? I would try TD Bank. They have good resources online. They have a finance 101. I also believe they have things to hand out if you call one of their local branches, if you bank there. That was awhile back though.
hops_on_hops replied:
CFPB https://www.consumerfinance.gov/educational-resources/youth-financial-education/
MrCheapskate_toyou replied:
Isn't Khan Academy starting to get a bit into this now?
simon-reddit replied:
This could be an intro (Index Card Finance): https://youtu.be/JdUKhgW1 gOo
TheRealestRedhead replied:
If you don't mind me asking, what subject are you teaching? To teach high schoolers personal finance would be my dream job (and I live near south LA as well!), but from everything I've heard the California school system doesn't care about personal finance. I'll be graduating soon with a BA in English and then am planning on going to graduate school for Economics. Could you offer any advice?
FireSawce replied:
https://www.myclassroomeconomy.org/ Vanguard started this
Pathfinder6 replied:
Boy Scouts Personal Management merit badge book. Covers exactly what you want.
Referral from January 4, 2015
Susan J. asked:
Happy New Year to all! I need a referral for a financial planner in our area. I have a dear friend who recently went through a divorce and she needs help figuring out...
Gerilyn S. replied:
Evan Shorten of Paragon Financial Partners.
Summer G. replied:
Ric Say at Lucove, Say & Company. Honest, friendly overall a great man!
Janette F. replied:
Jeremy Licht
Kathy S. replied:
I interviewed 4 different planners last year and love the one we went with. His name is Joel Almquist with New England Financial/MetLife. 627-755-2202 He meets at his Woodland Hills office and is very goal oriented, personable and extremely knowledgable. I highly recommend you have a meeting with him before you make a choice.
Lori M. replied:
Barry Ross at 818.888.6196. He is local in Hidden Hills. I've been with him for 8 years. Honest and smart.
Jeanne F. replied:
Craig Thomas
Lisa K. replied:
Hi Susan. My husband works for Northwestern and I can personally vouch for his honesty, integrity, and desire to help people at all levels. Todd Kimsey (818) 694-9169
Jeff L. replied:
Call Gina Lapiner in Calabasas she is with Edward Jones. 818-878-9173. She specializes in working with women and has been since 1989.
Referral from January 26, 2014
Trish B. asked:
Can anyone recommend a financial planner in PDX?
Kathryn M. replied:
Ryan Wayman at Pride Financial
Ryan W. replied:
Thanks Kathryn! Trish, if interested, please give us a call and or check out our website. We'd love to work with you! 503-828-9447 www.PrideFinancialPartners.com
Referral from January 15, 2014
Bud S. asked:
Seeking referrals for a solid, experienced, financial planner who can help Brendan and me with short and long term (retirement) financial planning. Thanks!
Jenny I. replied:
I would call Kelly Alexander 310-600-6071
David G. replied:
Rose Greene, CFP. She is a member of Kol Ami and handled my parents and both siblings for many years. www.rosegreene.com
Kerry C. replied:
Yes! Mike Mike Hernandez!!
Referral from August 17, 2017
Britney I. asked:
Can anyone recommend a good financial planner. Thank you!
Referrals only. You have worked with the planner
Marielena G. replied:
Yes, our financial planner is awesome, she helped us to put on place our finances and she has always been there to answer any questions, I really recommend her. Her name is Dana Lagattuta, her phone number (818) 809-8732.
Karla V. replied:
Irene Smith
Referral from May 23, 2013
Patrick O. asked:
can anyone recommend a good financial planner? preferably in the LA area. Sent me a message
Elisabeth F. replied:
Alejandro Ochoa in Glendale is great! Works with Ameriprise and handles a lot of clients in the entertainment biz. Let me know if you want more details
Dara M. replied:
I've been with Ben Lemon for years. He's an ex-Disney guy.
Referral from April 12, 2017
Colleen C. asked:
Any financial planners here? Someone with tax knowledge of inherited IRA?
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