Brentwood Financial Advisors

We help you pursue the best life possible. Entrepreneurs and families who need thoughtful consideration rely on us for careful planning regarding their financial future.

brentwoodfinancialadvisors.com

Brentwood Financial Advisors | Contact

Entrepreneurs and families who need thoughtful consideration rely on us for careful planning regarding their financial future and highly personalized service and investment strategies.
Contact us now (424) 363-6862
https://bit.ly/2Pnesld

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#Brentwood
#BrentwoodFA

brentwoodfinancialadvisors.com Contact One Of Our Associates Today Brentwood Financial Advisors Main Office Phone: (424) 363-6862 [email protected] Calls placed outside of normal business hours are typically returned promptly FOLLOW US ON SOCIAL MEDIA Arrange a Private Consultat...

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What to Look for in a Long-Term Care Policy

Long-term care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
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brentwoodfinancialadvisors.com Here's a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

brentwoodfinancialadvisors.com

A Cheat Sheet for Sending Your Kid to College

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.
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Economic indicators that lag behind the overall pace of the economy.
For example, the retail sales market indicator may show an upward trend while other economic indicators are experiencing a downward trend. Lagging indicators include such things as the unemployment rate, business spending for new plants and equipment, and the value of manufacturing and trade inventories.
Source: Morningstar

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Getting a Head Start on College Savings

Before you throw your hands up in the air and send junior out looking for a job, you might consider a few strategies to help you prepare for the cost of higher education.
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Don't forget your 529 college savings plan contributions!

College 529 savings plans can help you save money for college that gets to grow on a tax-advantaged basis until you need it. When should I start saving for college?
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Brentwood Financial Advisors | Contact

Whether you’re planning college savings for your children, saving for retirement, or protecting your hard-earned assets for the future and your family, Brentwood Financial Advisors will work with you.

Arrange a private consultation
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Celebrate freedom today. Happy Independence Day!

#freedom
#independence
#independenceday
#4thofjuly

SPDRs is a group of ETFs (managed by SSgA) that track a variety of Standard & Poor’s and other indexes. SPDR Trust, Series 1, usually referred to as “Spiders,” tracks the S&P 500 Index. Select Sector SPDRs track various sector indexes that carve up the S&P 500 Index into separate industry groups. (SPDR Trust, Series 1, is structured as a unit investment trust, but Select Sector SPDRs are open-end funds.)

Source: Morningstar

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WHAT ARE THE BENEFITS OF A FINANCIAL PLAN?

A comprehensive financial plan is a dynamic and detailed process that uncovers opportunity, identifies potential roadblocks, and maps out a clear path to pursing your wealth goals...
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Buying Auto Insurance For Teen Drivers

Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Here are some important considerations: https://bit.ly/2B1DMK3

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brentwoodfinancialadvisors.com Tips on insuring your teen driver.

Wishing all the dads a Happy Father's Day! Enjoy your special day.

#HappyFathersDay

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Brentwood Financial Advisors

Entrepreneurs and families who need thoughtful consideration, rely on us for careful planning regarding their financial future.
Start now: (424) 363-6862
https://bit.ly/3aJkear

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com www.brentwoodfinancialadvisors.com

One year ago, we co-founded Brentwood Financial Advisors. We opened our doors for business with a mission to put the needs and interests of our clients above all else.

Thank you for being a part of the Brentwood family. We value your trust in us to help plan for your family’s goals and we look forward our continuing relationship.

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brentwoodfinancialadvisors.com

Four Steps to Valuing an Estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate: https://bit.ly/2T5X9I9

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brentwoodfinancialadvisors.com Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Opportunity Within Decline

While many companies have declined in the stock market due to the COVID-19 pandemic, there are many of them that are high quality and positioned for growth. We believe there is opportunity for these good, solid companies with long-term fundamentals in place.

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We pause this weekend to remember those who gave their lives for our country.

#MemorialDay
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#Finserv

The Roadmap to Economic Recovery in a Social Distancing World: https://bit.ly/2y2qP1z

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These are funds that invest primarily in equity securities issued by U.S. companies with very small market capitalizations; they typically have median market caps of approximately $250 million or less.

Source: Morningstar

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At Brentwood Financial Advisors, we use our collective wisdom to truly understand you and your family’s personal and financial goals.

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brentwoodfinancialadvisors.com

Brentwood Financial Advisors | Contact

Experience personalized service paired with tailored investment solutions.

Contact us now: (424) 363-6862 | https://bit.ly/3aJkear

#FinancialWellness #AssetManagement #FinancialAdvice #WealthManagement

brentwoodfinancialadvisors.com Contact One Of Our Associates Today Brentwood Financial Advisors Main Office Phone: (424) 363-6862 [email protected] Calls placed outside of normal business hours are typically returned promptly FOLLOW US ON SOCIAL MEDIA Arrange a Private Consultat...

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Trends in Charitable Giving

Americans give to charity for two main reasons: To support a cause or organization they care about or to leave a legacy through their support. Here’s a quick review of a few charitable choices: https://bit.ly/3csKZRs

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brentwoodfinancialadvisors.com Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Is the change in an option’s value that an investor can expect from the passage of one day, assuming nothing else changes.

Theta can be calculated in two ways, as the dollar change of the option that an investor can expect for a one-day passage of time, all else remaining equal, or as a percentage change in the option price for a one-day passage of time, all else remaining equal.

Source: Morningstar

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How to Reduce Risk & Stay Financially Strong through Dollar Cost Averaging

There is the age old investing adage that if you want a greater return you must have greater risk. As a way to ease into the markets, you may instead elect to follow a more conservative strategy called “dollar cost averaging”: https://bit.ly/2zqLwoj

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brentwoodfinancialadvisors.com There is the age old investing adage that if you want a greater return you must have greater risk. However, not everyone is comfortable with greater risk. As a way to ease into the markets, you may instead elect to follow a more...

brentwoodfinancialadvisors.com

Brentwood Financial Advisors | Contact

If you would like to discuss your financial needs or just want to check in, please call or email us. As always, we are here for you.
Contact us now:
(424) 363-6862
https://bit.ly/3aJkear

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com Contact One Of Our Associates Today Brentwood Financial Advisors Main Office Phone: (424) 363-6862 [email protected] Calls placed outside of normal business hours are typically returned promptly FOLLOW US ON SOCIAL MEDIA Arrange a Private Consultat...

brentwoodfinancialadvisors.com

Yours, Mine and Ours: Estate Strategies for Second Marriages

If you are one of the many Americans who are in a second marriage, you may need to revisit your Estate strategy.
https://bit.ly/2UY9Ox8

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com Second marriages are a trigger event to revisit any existing estate strategies.

brentwoodfinancialadvisors.com

Brentwood Financial Advisors | Contact

We have full remote communication and trading
capabilities and expect to be able to service your needs with no interruption.

Contact us now:
424) 363-6862
https://bit.ly/3aJkear

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com Contact One Of Our Associates Today Brentwood Financial Advisors Main Office Phone: (424) 363-6862 [email protected] Calls placed outside of normal business hours are typically returned promptly FOLLOW US ON SOCIAL MEDIA Arrange a Private Consultat...

brentwoodfinancialadvisors.com

CARES Act: Here’s What Retirement Account Provisions are in the Senate Bill

On March 25, the Senate unanimously passed a $2 trillion stimulus bill named the Coronavirus, Aid, Relief and Economic Security (CARES) Act (H.R. 748, as amended) and on Friday, March 27, the bill was signed into law.
Go to article here: https://bit.ly/345YDXk

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com On March 25, the Senate unanimously passed a $2 trillion stimulus bill named the Coronavirus, Aid, Relief and Economic Security (CARES) Act (H.R. 748, as amended) and on Friday, March 27, the bill was signed into law. The $2.2 trillion...

ADRs or American Depositary Receipts represent shares of foreign companies traded in U.S... dollars on U.S. exchanges. They can be treated just like shares of domestic stock-you can buy or sell them through a broker, for example.

Source: Morningstar

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This is an important partnership with an independent broker-dealer that positions us for the direction of our firm and our vision for how we can serve you. It also includes key relationships with leading industry vendors.

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brentwoodfinancialadvisors.com

‘HUNKER DOWN’ WITH SOCIAL DISTANCING… AND YOUR INVESTMENT STRATEGY

Any time you see a swing in the markets and a drop in your account balance, emotions are going to arise. Here are some steps on how to soundly evaluate the market conditions rather than making decisions based solely on emotions:
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#FinancialServices #Brentwood #BrentwoodFA #Volatility

brentwoodfinancialadvisors.com Now is a good time to remember that long-term investment goals tend to survive temporary market shifts. Any time you see a swing in the markets and a drop in your account balance, emotions are going to arise. Here are some steps on how...

brentwoodfinancialadvisors.com

Earnings for All Seasons

While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets.

So what is earnings season and why is it important?
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brentwoodfinancialadvisors.com Earnings season can move markets. What is it and why is it important?

We offer a professional and personalized service to protect what you value the most.

Start now:
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The recent coronavirus outbreak has caused ongoing market volatility, leaving many wondering what’s ahead for the global economy. Here, we examine market performance around other recent viral outbreaks, including SARS, Ebola..
See full data here: https://bit.ly/2Q0oF8w

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com

CalSavers Retirement Program: Important Information for Small Business Owners

The CalSavers Retirement Savings Program is a rudimentary state-run retirement savings program for people working for a privately-owned business that doesn’t offer any employee retirement programs.
We’re sharing with you all what you need to know about the program:
https://bit.ly/2TmpSZR

#FinancialServices #Brentwood #BrentwoodFA

brentwoodfinancialadvisors.com The CalSavers Retirement Savings Program is a rudimentary state-run retirement savings program for those working for a privately-owned business. If the business does not offer a retirement savings program and has at least 5 employees,...

A multi-generational approach to asset management

We design portfolios that reflect your individuality.

By partnering with carefully screened affiliates that include trust and asset management services, advanced financial planning tools, as well as corporate and executive services, we implement strategies that can help you get where you want to be.

We also collaborate with your tax and legal experts as well as other financial professionals to help address the full breadth of your needs.

A Family Business

As a team, we average over 30 years of experience. We use our collective wisdom to truly understand you and your family’s personal and financial goals.

Our clients appreciate that we go above and beyond the traditional investment advice model. We changed the paradigm. We are about relationships.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

(424) 363-6862

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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Opportunity Within Decline

Location

Telephone

Address


11726 San Vicente Blvd, Suite 235
Los Angeles, CA
90049

Opening Hours

Monday 06:30 - 14:00
Tuesday 06:30 - 14:00
Wednesday 06:30 - 14:00
Thursday 06:30 - 14:00
Friday 06:30 - 13:00
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