226 S BEVERLY DR STE 200 · BEVERLY HILLS
Financial Planner in Beverly Hills, California
226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA · (310) 730-1330
Of the financial planners in Beverly Hills on the registry, AIO Fee Only Financial Advisors ranks first. AFFLUENCER FINANCIAL ADVISORS is third of 6.
Affluencer Financial Advisors, located on Beverly Drive in Beverly Hills, is a trusted resource for individuals seeking personalized financial guidance. With a perfect five-star rating from clients, the firm is known for its commitment to client welfare and its fiduciary duty.
Sam Rad, a prominent adviser at Affluencer, is praised for his engaging teaching style and genuine care for his clients' financial well-being. Whether through informative seminars or one-on-one consultations, the team provides thoughtful advice tailored to each client's unique situation, helping them navigate their financial futures with confidence and clarity.
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AFFLUENCER is known for their fiduciary duty to prioritize clients' welfare, offering personalized financial planning and retirement advice without commission-based sales.
The business offers educational seminars on retirement planning and provides comprehensive financial services, including assistance with wills and trusts, tailored to meet…
The business does not require reservations for consultations, allowing clients to walk in for assistance.
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Asked Perplexity on August 5, 2026; it named AFFLUENCER.
Sam Rad's personalized financial planning. Retirement Education Seminar effectiveness. Thorough guidance on Trust, Will, and Health Directives. Low-cost investment options…
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AIO Fee Only Financial Advisors leads the Beverly Hills financial planner leaderboard with an AI Score of 33, followed by Beverly Hills Private Wealth (30), AFFLUENCER (29) and…
No. The listing shows AFFLUENCER closed on Sunday. It opens Monday, Tuesday, Wednesday, Thursday, Friday and Saturday.
AFFLUENCER holds an AI Score of 29. AIO Fee Only Financial Advisors holds 33. On Google they rate 5.0 and 5.0. Those are the figures the registry holds for both.
AFFLUENCER operates Monday to Friday from 9:00 AM to 6:00 PM, and on Saturday from 10:00 AM to 3:00 PM. They are closed on Sundays.
Parking availability details are not specified, but clients are encouraged to check local parking options when visiting the office.
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