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Which Financial Advisor Should You Choose in San Marino, CA?

Review local financial advisors in San Marino, CA and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
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PERCS
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PERCS is a financial advisory firm dedicated to the FIRE movement, helping clients achieve early retirement through strategic pension planning, tax-advantaged investments, and personalized wealth-building solutions. We specialize in serving CALSTRS and CALPERS employees, offering expert guidance on 403(b)/457 plans, annuities, and IRAs. Our client-centric approach combines education, transparency, and tailored strategies to ensure financial freedom.
FIRE Movement Planning Pension Analysis Retirement Account Management
(626) 376-3642 Call Profile
Pasadena (2.8 mi) Los Angeles (9.2 mi) Beverly Hills (17.1 mi) Brea (18.4 mi) Santa Monica (23.1 mi) Torrance (23.8 mi) Long Beach (24.8 mi) Rosemead (3.4 mi) Glendale (8.6 mi) Whittier (10.7 mi)