Pasadena Office

About Our Pasadena Office

Pasadena is rich in culture and history—why should you leave it? We can serve you and other residents of the San Gabriel Valley through our office in the heart of old town Pasadena.

At RPA Wealth Management, we build financial plans for the long term. We value relationships with our clients and offer:

  • Fiduciary, fee-only strategies in all areas of your wealth. We never accept commissions, and we are compensated by you for the services you receive.
  • Goals-centered financial advice. You have plans for your life, both now and long term. We will comprehensively analyze your situation, and create detailed strategies to help you achieve your goals.
  • Technology to simplify your financial picture. Complex finances can make informed decision-making difficult. Our technology puts your entire, real-time financial picture in one place to help simplify your direction.
  • Fees to meet where you are in life. We understand that you’ll have different needs at different stages of life. That’s why we offer flexible service tiers.

Located on East Colorado Boulevard, our Pasadena office offers the opportunity to meet with your financial advisor, then enjoy some of the local shopping and dining venues.

Want to learn more about how we can help you? Check out our weekly podcast for illuminating conversation on important personal finance topics.

How We Can Help You

We provide financial planning based on your goals for life and an ongoing relationship designed to achieve those goals. Our areas of expertise include:

  • Retirement Planning
  • Financial Planning
  • Investment Management
  • Budgeting and Cash Flow Analysis
  • Tax Planning
  • Debt Management
  • Insurance Review
  • Estate Planning
  • Business Succession and Exit Planning
  • Social Security Maximization

Our Other Office Locations

Can’t meet us in Pasadena? We have four other convenient locations.

Rancho Cucamonga: 8885 Haven Ave, Rancho Cucamonga, CA 91730
Irvine: 200 Spectrum Center Dr., #300, Irvine, CA 92618
Los Angeles: 925 N. La Brea Ave., 4th Floor, Los Angeles, CA 90038
Redlands: 1 E. Redlands Blvd., Redlands, CA 92373

LOCATION MAP

CONTACT INFO

READY TO ACHIEVE YOUR VISION FOR THE FUTURE?

Schedule a complimentary consultation.

RPA Wealth Management is a financial planning firm whose aim is simple: to provide you and your family with financial peace and security. We'll construct an individualized retirement plan to help you achieve your goals and lead a worry-free retirement.

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