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Thank you for visiting our website.

Many people find that having a trusted Independent advisor can provide financial confidence.   At Beneficent Financial, we believe that the financial planning process, when done correctly, is much more than a series of transactions. It is not just about how you are doing, it is about how we are progressing as partners. It is about building a long term relationship. 

We understand the challenges families face today and we take the time to listen to you.  We work with you to devise a plan and course of action that is right for your unique situation.  From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming.  Our commitment, our goal, is to  utilize all of our resources to help you get the results you are looking for.  

We think “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

We offer Financial Planning and Wealth Management strategies for clients in the Greater Los Angeles Area and represent clients throughout Pasadena, La Canada, Glendale, Burbank, San Marino, Sierra Madre, Hollywood, San Gabriel Valley and the San Fernando Valley.

For more information, please feel free to contact us any time by calling (626) 795 - 7210, or via email: 

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