Quantum Financial Advisors, LLC
We aim to empower our clients to thrive by creating individualized wealth strategies that combine expert collaborative guidance with innovative technology for business owners, executives and those entering a new life stage. We best serve clients with an investable portfolio greater than $2 million, and a desire to create a customized financial plan for their unique situation.
We currently work with clients in over 30 states, and have offices located in Manhattan Beach, Santa Monica and Pasadena in Southern California.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.