Financial Advisors in Pasadena
Personalized Guidance for a Stronger Financial Future
Forbes Best-In-State Wealth Advisor
2024, 2025, 2026
Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.
Five Star Wealth Manager
2025, 2026
Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.
#3 on Barron's as Top 100 RIA Firms
2025
Barron’s rankings awarded in September 2025 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
#8 on Forbes as America’s Top RIA Firms
2025
Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
Brian’s Experience And Qualifications
Providing personalized financial guidance, wealth management, and planning strategies to help clients move forward with confidence.
CFP®
ChFC®
A Trusted Financial Advisory Firm
Wealth Management Built Around You.
Strategic Wealth Planning
Every financial decision should support your bigger picture. We develop customized wealth strategies that align your investments, tax planning, retirement, estate planning, and legacy goals into one coordinated plan.
A Truly Personal Relationship
You're more than a portfolio. We take the time to understand your family, values, and aspirations so we can provide thoughtful guidance and objective advice whenever life changes.
Lifelong Partnership
Our commitment doesn't end after your plan is created. We provide ongoing guidance, proactive communication, and regular reviews to help you stay confident as your life and financial goals evolve.
Personalized Financial Advisory Services
What We Do and How We Help
At Flintridge Private Wealth, we provide comprehensive financial planning and wealth management services designed to help you build, protect, and preserve your wealth. Our team works closely with you to create a personalized strategy that aligns with your goals and long-term financial future.
- Institutional approach to Portfolio Construction
- Review of Existing Investments and Ongoing Guidance
- Bespoke Alternative Investments
- Tax-efficient Investing Strategies
- Use of Custom Option Overlays to Create Defined Outcomes or Income Generation
- Cash Flow and Retirement Income Planning
- 401(k) and 403(b) Analysis and Recommendations
- “What-if” Retirement Scenario Planning
- Tax-efficient Withdrawal Strategies
- RMD (Required Minimum Distribution) Planning
- Retirement Tax Planning Strategies
- Net Worth Analysis and Financial Organization
- Long-term Financial Projections
- Tax-aware Planning Strategies
- Education Planning (529 plans)
- Roth IRA Conversion Strategies
- Insurance and Protection Planning Review
- Estate and Trust Planning Coordination
- Wealth Transfer and Gifting Strategies
- Charitable Giving Strategies
- Business Succession Planning
- Risk Management and Insurance Planning
- Proactive tax strategies tailored to your financial goals
- Retirement income and withdrawal planning
- Roth conversion analysis and implementation
- Tax-efficient investment and portfolio management
- Capital gains and loss harvesting strategies
- Charitable giving and philanthropic tax planning
- Stock option, restricted stock, and executive compensation planning
- Small business owner and self-employed tax strategies
- Coordination with estate planning and wealth transfer objectives
- Ongoing collaboration with your attorney and other professional advisors
Our Approach
By integrating tax planning with your overall wealth strategy, we help identify opportunities, minimize surprises, and provide greater clarity around your financial decisions.
What Financial Advisor Services Do We Offer?
The Flintridge Framework ™
We begin with the end in mind. By understanding your vision, values, and long-term goals, we create a personalized roadmap for your financial future. Our proven five-step process provides the clarity and guidance to help you build, preserve, and enjoy your wealth with confidence.
Discover
Every great plan begins with understanding what matters most. We take the time to learn about your family, your values, your aspirations, and the financial goals that define success for you.
Design
Using what we've learned, we craft a personalized wealth strategy that integrates investments, tax planning, retirement, estate planning, risk management, and legacy planning into one comprehensive financial blueprint.
Execute
With a clear strategy in place, our team coordinates every aspect of implementation. From opening accounts and transferring assets to collaborating with your CPA and estate attorney, we manage the details so you can focus on what matters most.
Optimize
As your life evolves, your financial plan should evolve with it. Through ongoing reviews, proactive planning, and thoughtful adjustments, we help keep your strategy aligned with your goals while identifying new opportunities along the way.
Preserve
True wealth is measured not only by what you accumulate, but by what you protect and pass on. We help preserve your wealth through disciplined planning, thoughtful stewardship, and strategies designed to create a lasting legacy for generations to come.
Experienced Financial Planning Professionals
The Right Financial Planning Team Can Transform Your Financial Future
Managing Partner, Wealth Advisor
Operations Manager
Client Service Manager
Business Support Provided by New Edge Advisors
As investment professionals, Flintridge Private Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Chief Compliance Officer
SVP, Strategy & Communications
Managing Director, Investments & Trading
Head of Portfolio Management
Chief Operating Officer
Senior Portfolio Manager
Featured in
The entities shown above are not affiliated and do not endorse the people, products, or services of NewEdge Advisors, LLC.
Empowering Our Clients
Disclosure: While we work with a variety of custodians, fund companies, and service providers to support our clients, these relationships should not be interpreted as endorsements of any specific investment product or provider. Third-party company names and logos are the property of their respective owners and are used for identification purposes only.
Office Location
Visit Our Pasadena Office
Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.
Pasadena Office
Flintridge Private Wealth
251 South Lake Avenue
Suite 800
Pasadena, CA 91101
Mon - Fri: 9:00 AM to 5:00 PM
FAQs About Financial Advisor Services in Pasadena
Your Most Important Questions, Answered
Here are answers to some of the most common questions about financial planning, wealth management, and working with Flintridge Private Wealth.
General FAQs
What does a financial advisor do?
A financial advisor helps you make informed decisions about your money and future. At Flintridge Private Wealth, we provide guidance on financial planning, investment management, retirement planning, wealth preservation, and other important financial matters. Our goal is to help you create a clear strategy that supports your long-term goals while giving you confidence in your financial decisions.
Do I need a financial advisor?
Many people benefit from working with a financial advisor when their financial situation becomes more complex or when they want professional guidance to help achieve specific goals. Whether you're planning for retirement, managing investments, preparing for major life changes, or building a legacy for future generations, a financial advisor can help provide clarity, organization, and direction.
How do I choose the right financial advisor?
Look for an advisor who takes the time to understand your goals, communicates clearly, and offers personalized recommendations rather than one-size-fits-all solutions. It's also important to choose someone you trust and feel comfortable working with over the long term, as financial planning is often an ongoing relationship.
What should I ask during my first meeting with a financial advisor?
You may want to ask about the advisor's experience, planning process, areas of expertise, communication style, and how they work with clients over time. It's also helpful to discuss your goals and expectations to determine whether the advisor is a good fit for your needs.
How often should I meet with my financial advisor?
The frequency depends on your circumstances and financial goals. Many clients meet annually or semi-annually to review progress, update strategies, and adjust plans as life circumstances change.
Financial Planning & Wealth Management
What is financial planning?
Financial planning is the process of evaluating your current financial situation and creating a roadmap to help achieve your future goals. This may include retirement planning, investment strategies, risk management, estate planning coordination, and other areas that contribute to your overall financial well-being.
What is wealth management?
Wealth management is a comprehensive approach to managing your financial life. It combines investment management, financial planning, retirement strategies, and other services to help grow, preserve, and transfer wealth effectively.
What is the difference between financial planning and investment management?
Financial planning focuses on your overall financial picture, including goals, income, savings, taxes, retirement, and estate considerations. Investment management specifically focuses on building and managing an investment portfolio that aligns with your objectives and risk tolerance.
Can you help with retirement planning?
Yes. Retirement planning is one of our core services. We help clients evaluate retirement goals, estimate future income needs, develop savings strategies, and create a plan designed to support long-term financial confidence throughout retirement.
Working With Flintridge Private Wealth
What makes Flintridge Private Wealth different?
We believe financial planning should be personal. We take the time to understand each client's unique goals, challenges, and priorities before developing customized strategies. Our focus is on building long-term relationships and providing thoughtful guidance that evolves with your needs.
Who do you work with?
We work with individuals, families, professionals, retirees, and business owners who are looking for personalized financial guidance and long-term wealth management strategies.
Where is Flintridge Private Wealth located?
Our office is located at:
251 South Lake Avenue, Suite 800
Pasadena, CA 91101
How do I get started?
Getting started is simple. Schedule a consultation with our team so we can learn about your goals, discuss your current financial situation, and determine how we can help you move forward with confidence.
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QUICK LINKS
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
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