Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Pennino Wealth Management
2615 Pacific Coast Highway, Hermosa Beach, CA
90254, United States
Hours
Frequently Asked Questions About Pennino Wealth Management
What services does Pennino Wealth Management offer?
Pennino Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Pennino Wealth Management?
Their specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Pennino Wealth Management located?
Pennino Wealth Management is located at 2615 Pacific Coast Highway, Ste 223, Hermosa Beach, CA 90254, United States.
What are the operating hours of Pennino Wealth Management?
They are open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:30 PM, and closed on Saturdays and Sundays.
How can I contact Pennino Wealth Management?
You can contact them by phone at +1 310-376-0504 or visit their website https://www.edwardjones.com/pennino-wealth-management.
Does Pennino Wealth Management provide resources about IRAs?
Yes, they offer information about IRAs, and you can learn more on their official site linked in their featured message.
What languages are spoken at Pennino Wealth Management?
The primary language spoken is English.
Who are some nearby real estate agents close to Pennino Wealth Management?
Nearby real estate agents include Dina & Osmin Ruano - Prudential California Realty, Palm West Escrow, Estate Properties, Cheryle Ushkow at Estate Properties, Brent Talbot Real Estate, and Victoria Babilonia Real Estate. Clients interested in property investments can consult these professionals before or after financial advising sessions.
Are there any counseling and mental health services near Pennino Wealth Management?
Yes, several counseling and mental health providers nearby include Laura Malandrino, APCC, EMDR Therapist; Andrea S Kahrs Therapy; Stephanie Contreras, LMFT; Therapy with Morgan; Carissa Robinson, LMFT; Carly Steinberger Therapy; Jackie Smuckler Psychotherapy; Kathy Kim; Rachel Cole; Cathy Chambliss; Victoria Smith LCSW; and Lisa Chen Therapy. These can be valuable for clients seeking support alongside financial planning.
What nearby professional services complement Pennino Wealth Management's offerings?
Nearby professional services include accountants like Sousa & Weber, J. Michael Pitari, CPA, and Barbieri CPA, as well as legal services like Edgerton & Weaver. Working with these professionals can help clients manage taxes, estate planning, and other legal financial matters effectively.