AMA Financial Advisors

Unclaimed

Financial planner in Beverly Hills, CA

Opens today at 8 AM

We have extensive experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a comprehensive plan so that you are financially secure through retirement. AMA Financial Advisor is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.

Eligible to offer 20% cashback to customers who shop here.OrbitBack

AI ScoreChatGPT and Gemini didn't mention AMA Financial.Scored from 8 signals across search and AI.

ConfirmedVisitor submittedAI guess

Updated Aug 3, 2026Last activity 1 month ago, a question from holiday_bride_downtown.

Services

What AMA Financial offers, what it costs, and what people come for.

The menu

  • Athletes musicians actorsFrom their websiteFinancial planner
  • Giving green climate changeFrom their websiteFinancial planner
  • Affirmativesg sustainable responsible impact investingFrom their websiteFinancial planner
  • Info impactfinancialplanners comFrom their websiteFinancial planner
  • If needed help get quotesFrom their websiteFinancial planner

Team

Who you'll see, and whether their licenses check out.
Add your team so AI can name who works here
Today8 AM to 5 PM

How AI sees AMA Financial

The AI Score is out of 100, read from 8 signals across search and AI.

22out of 100

29 Beverly Hills avg

What the score is made of

Signal and how much it countsAMA Financial

  • Retrieval grounding 26%Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.0
  • Off-property attestation 20%Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.40
  • AI visibility 14%Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.0
  • Reviews & response 12%The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.Does not apply
  • Backlink & citation authority 8%Domain authority and editorial quality of the sources that attest to you.51
  • Google Business Profile 8%Required and recommended fields; update cadence. The listing AI pulls from first.79
  • Speed & mobile 7%Core Web Vitals at the 75th percentile, on a real phone.72
  • Content freshness & schema 5%Crawl recency, intent alignment, valid JSON-LD, canonicals.40

Every business is scored the same way, and nobody can pay for a better score.

AMA Financial’s full AI report

See exactly what AI says about you, and how to get picked

AMA FinancialSpeed & mobileGoogle Business ProfileContent freshness & schemaBacklink & citation authorityRetrieval groundingReviews & responseOff-property attestationAI visibility

AMA Financial, as AI sees it. Blue signals help AMA Financial, and red ones hold it back.

  • The questions people ask Gemini and ChatGPT about financial planners in Beverly Hills, and who they name instead of you
  • What AI gets wrong about you, next to what’s true
  • What to change first so AI names you
Claim free to get the report

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What AI reads

The page ChatGPT, Gemini, Perplexity and Google read about AMA Financial. The code version is exactly what their crawlers get.

Local AI Registry · Financial planners in Beverly Hills, CA · Editorial

AMA Financial Advisors, Beverly Hills CA: Reviews

Steve Lee

By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.

Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below

In short

AMA Financial Advisors is a financial planner in Beverly Hills, CA. Its AI Score is 22 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks

Key facts

FactValue
TypeFinancial planner
Address4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA
HoursMon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun
Phone(424) 358-5410
UpdatedAugust 3, 2026

All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

GroupFactValueMarkEvidence
Location infoAddress4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USAConfirmedGoogle Business Profile
Location infoDescriptionWe have extensive experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a comprehensive plan so that you are financially secure through retirement. AMA Financial Advisor is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.ConfirmedGoogle Business Profile
Location infoHoursMon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun ClosedConfirmedGoogle Business Profile
Location infoNameAMA Financial AdvisorsConfirmedGoogle Business Profile
Location infoPhone(424) 358-5410ConfirmedGoogle Business Profile
HoursMonday8:00 AM to 7:00 PMConfirmedGoogle Business Profile
HoursTuesday8:00 AM to 5:00 PMConfirmedGoogle Business Profile
HoursWednesday8:00 AM to 5:00 PMConfirmedGoogle Business Profile
HoursThursday8:00 AM to 5:00 PMConfirmedGoogle Business Profile
HoursFriday8:00 AM to 5:00 PMConfirmedGoogle Business Profile
HoursSaturdayClosedConfirmedGoogle Business Profile
HoursSundayClosedConfirmedGoogle Business Profile
ServicesServiceAffirmativesg sustainable responsible impact investingFrom their websiteBusiness website
ServicesServiceAny other financial areaFrom their websiteBusiness website
ServicesServiceAsset managementAI guess
ServicesServiceAthletes musicians actorsFrom their websiteBusiness website
ServicesServiceBrian stover triathlete coachFrom their websiteBusiness website
ServicesServiceCharitable givingFrom their websiteBusiness website
ServicesServiceEducation planningFrom their websiteBusiness website
ServicesServiceEffective altruismFrom their websiteBusiness website
ServicesServiceEstate planningFrom their websiteBusiness website
ServicesServiceFeesFrom their websiteBusiness website
ServicesServiceFinancial advisors entertainersFrom their websiteBusiness website
ServicesServiceFinancial planning for entertainersAI guess
ServicesServiceGiving green climate changeFrom their websiteBusiness website
ServicesServiceIf needed help get quotesFrom their websiteBusiness website
ServicesServiceImpactFrom their websiteBusiness website
ServicesServiceInfo impactfinancialplanners comFrom their websiteBusiness website
ServicesServiceInheritanceFrom their websiteBusiness website
ServicesServiceInsurance analysisFrom their websiteBusiness website
ServicesServiceInvestment managementFrom their websiteBusiness website
ServicesServiceNew certified financial advisor aioFrom their websiteBusiness website
ServicesServiceOne tree planted effective altruismFrom their websiteBusiness website
ServicesServiceRetirement planningFrom their websiteBusiness website
ServicesServiceReview current insurance coverageFrom their websiteBusiness website
ServicesServiceReview existing estate planFrom their websiteBusiness website
ServicesServiceReview past tax returnsFrom their websiteBusiness website
ServicesServiceSocially responsible investingAI guess
ServicesServiceSocially responsible investing sriFrom their websiteBusiness website
ServicesServiceTax planningFrom their websiteBusiness website
ServicesServiceTax preparationFrom their websiteBusiness website
ServicesServiceTax projectionsFrom their websiteBusiness website
ServicesServiceUssif sustainable investing trends reportFrom their websiteBusiness website
ServicesServiceWww impactfinancialplanners comFrom their websiteBusiness website
LinksFacebookhttps://facebook.com/pgAI guessOur record
LinksInstagramhttps://instagram.com/amafinancialadvisorsAI guessOur record
LinksWebsitehttps://amafinancialadvisors.com/ConfirmedGoogle Business Profile

Services and prices

These are the 29 services AMA Financial offers, with the price where we have one and where it came from.

ServicePricePrice markPrice evidenceService mark
Athletes musicians actorsFrom their website
Giving green climate changeFrom their website
Affirmativesg sustainable responsible impact investingFrom their website
Info impactfinancialplanners comFrom their website
If needed help get quotesFrom their website
ImpactFrom their website
Retirement planningFrom their website
One tree planted effective altruismFrom their website
Www impactfinancialplanners comFrom their website
Insurance analysisFrom their website
Investment managementFrom their website
New certified financial advisor aioFrom their website
Review current insurance coverageFrom their website
Review existing estate planFrom their website
Review past tax returnsFrom their website
Socially responsible investing sriFrom their website
Tax planningFrom their website
Tax preparationFrom their website
InheritanceFrom their website
Financial advisors entertainersFrom their website
FeesFrom their website
Estate planningFrom their website
Effective altruismFrom their website
Education planningFrom their website
Charitable givingFrom their website
Brian stover triathlete coachFrom their website
Any other financial areaFrom their website
Tax projectionsFrom their website
Ussif sustainable investing trends reportFrom their website

Known for

The team

Visiting AMA Financial

Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)

Location info from Google Business Profile

From Google Business Profile: "We have extensive experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a comprehensive plan so that you are financially secure through retirement. AMA Financial Advisor is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage."

Parking and getting in

Nearby

PlaceTypeDistance
Gravitas ClubRestaurant1 min walk
433 N Camden Dr GarageParking lot1 min walk
Beverly Hills Public ParkingParking garage1 min walk
ParkingParking lot1 min walk
La Colombe Coffee WorkshopCoffee shop1 min walk
Le Pain QuotidienRestaurant1 min walk

Reputation

Press

Awards

Directories

Questions people ask

On a budget in Beverly Hills, is this place the one?

do I need to book this place or can I just turn up?

Are the hours on Google right for AMA Financial in Beverly Hills?

walking in for a first visit, what happens

Somewhere to park near AMA Financial?

last update from here was when?

which one, AMA Financial or AIO Fee Only?

any last minute slots at AMA Financial?

anything good on 4th 6th to kill time near AMA Financial?

planning a Saturday visit, is that a wasted trip

best financial planner in Beverly Hills

people keep recommending AMA Financial, what for?

discounts for coming back, is that a thing

Where can I find more information about this place?

Ballpark for a visit to a planner in Beverly Hills?

The AI Score: 22 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AMA Financial scores 22, below the Beverly Hills average of 29. The same method scores every business on the registry.

SignalWeightScoreWhat it measuresAMA Financial
Retrieval grounding260Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.Poor
Off-property attestation2040Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.Poor
AI visibility140Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.Poor
Reviews & response12Does not applyThe star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.
Backlink & citation authority851Domain authority and editorial quality of the sources that attest to you.Fair
Google Business Profile879Required and recommended fields; update cadence. The listing AI pulls from first.Good
Speed & mobile772Core Web Vitals at the 75th percentile, on a real phone.Good
Content freshness & schema540Crawl recency, intent alignment, valid JSON-LD, canonicals.Poor

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business

Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

EntityTypeID on this pageSame asRelationship to AMA Financial
AMA Financial AdvisorsLocalBusiness#businesshttps://amafinancialadvisors.com/Subject of this page
Beverly Hills, CaliforniaCity#cityCity AMA Financial is in
Local AI RegistryOrganization#publisherhttps://localairegistry.comPublisher of this page
Steve LeePerson#authorhttps://localairegistry.com/team/steve-leeAuthor of this page

Topical map

Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.

Lists

  • Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner
  • Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills

Nearby

  • /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
  • /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
  • /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
  • /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
  • /irvine: https://localairegistry.com/leaderboards/ca/irvine
  • /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view

Every list

  • Every leaderboard in California: https://localairegistry.com/leaderboards/ca

References

Show references (14)

Sources cited

  • [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJa5c2ew-9woAReHstDef3n4c (accessed Aug 3, 2026)
  • [2] amafinancialadvisors.com, https://amafinancialadvisors.com/services/ (accessed Sep 18, 2026)
  • [3] amafinancialadvisors.com, https://amafinancialadvisors.com/ussif-sustainable-investing-trends-report/ (accessed Sep 18, 2026)
  • [4] amafinancialadvisors.com, https://amafinancialadvisors.com/affirmativesg-sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)
  • [5] amafinancialadvisors.com, https://amafinancialadvisors.com/athletes-musicians-actors/ (accessed Sep 18, 2026)
  • [6] amafinancialadvisors.com, https://amafinancialadvisors.com/brian-stover-triathlete-coach/ (accessed Sep 18, 2026)
  • [7] amafinancialadvisors.com, https://amafinancialadvisors.com/effective-altruism/ (accessed Sep 18, 2026)
  • [8] amafinancialadvisors.com, https://amafinancialadvisors.com/fees/ (accessed Sep 18, 2026)
  • [9] amafinancialadvisors.com, https://amafinancialadvisors.com/financial-advisors-entertainers/ (accessed Sep 18, 2026)
  • [10] amafinancialadvisors.com, https://amafinancialadvisors.com/giving-green-climate-change/ (accessed Sep 18, 2026)
  • [11] amafinancialadvisors.com, https://amafinancialadvisors.com/esg-impact-investing/ (accessed Sep 18, 2026)
  • [12] amafinancialadvisors.com, https://amafinancialadvisors.com/new-certified-financial-advisor-aio/ (accessed Sep 18, 2026)
  • [13] amafinancialadvisors.com, https://amafinancialadvisors.com/one-tree-planted-effective-altruism/ (accessed Sep 18, 2026)
  • [14] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)

The code behind this page

This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.

1. HTTP response headers

Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.

HTTP/2 200
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2. Head tags

Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.

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3. Structured data (JSON-LD)

One connected graph. Every person and service has its own @id and links to the business, and a licensed person links to the license and the board that issued it.

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4. Markdown copy of this page (ama-financial-advisors-beverly-hills-ca.md)

The article as plain text: the same headings, facts, marks and sources.

# AMA Financial Advisors, Beverly Hills CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca

## In short

AMA Financial Advisors is a financial planner in Beverly Hills, CA. Its AI Score is 22 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA |
| Hours | Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (424) 358-5410 |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | Confirmed | Google Business Profile |
| Location info | Description | We have extensive experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a comprehensive plan so that you are financially secure through retirement. AMA Financial Advisor is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. | Confirmed | Google Business Profile |
| Location info | Hours | Mon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | AMA Financial Advisors | Confirmed | Google Business Profile |
| Location info | Phone | (424) 358-5410 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Affirmativesg sustainable responsible impact investing | From their website | Business website |
| Services | Service | Any other financial area | From their website | Business website |
| Services | Service | Asset management | AI guess |  |
| Services | Service | Athletes musicians actors | From their website | Business website |
| Services | Service | Brian stover triathlete coach | From their website | Business website |
| Services | Service | Charitable giving | From their website | Business website |
| Services | Service | Education planning | From their website | Business website |
| Services | Service | Effective altruism | From their website | Business website |
| Services | Service | Estate planning | From their website | Business website |
| Services | Service | Fees | From their website | Business website |
| Services | Service | Financial advisors entertainers | From their website | Business website |
| Services | Service | Financial planning for entertainers | AI guess |  |
| Services | Service | Giving green climate change | From their website | Business website |
| Services | Service | If needed help get quotes | From their website | Business website |
| Services | Service | Impact | From their website | Business website |
| Services | Service | Info impactfinancialplanners com | From their website | Business website |
| Services | Service | Inheritance | From their website | Business website |
| Services | Service | Insurance analysis | From their website | Business website |
| Services | Service | Investment management | From their website | Business website |
| Services | Service | New certified financial advisor aio | From their website | Business website |
| Services | Service | One tree planted effective altruism | From their website | Business website |
| Services | Service | Retirement planning | From their website | Business website |
| Services | Service | Review current insurance coverage | From their website | Business website |
| Services | Service | Review existing estate plan | From their website | Business website |
| Services | Service | Review past tax returns | From their website | Business website |
| Services | Service | Socially responsible investing | AI guess |  |
| Services | Service | Socially responsible investing sri | From their website | Business website |
| Services | Service | Tax planning | From their website | Business website |
| Services | Service | Tax preparation | From their website | Business website |
| Services | Service | Tax projections | From their website | Business website |
| Services | Service | Ussif sustainable investing trends report | From their website | Business website |
| Services | Service | Www impactfinancialplanners com | From their website | Business website |
| Links | Facebook | https://facebook.com/pg | AI guess | Our record |
| Links | Instagram | https://instagram.com/amafinancialadvisors | AI guess | Our record |
| Links | Website | https://amafinancialadvisors.com/ | Confirmed | Google Business Profile |


## Services and prices

These are the 29 services AMA Financial offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Athletes musicians actors |  |  |  | From their website |
| Giving green climate change |  |  |  | From their website |
| Affirmativesg sustainable responsible impact investing |  |  |  | From their website |
| Info impactfinancialplanners com |  |  |  | From their website |
| If needed help get quotes |  |  |  | From their website |
| Impact |  |  |  | From their website |
| Retirement planning |  |  |  | From their website |
| One tree planted effective altruism |  |  |  | From their website |
| Www impactfinancialplanners com |  |  |  | From their website |
| Insurance analysis |  |  |  | From their website |
| Investment management |  |  |  | From their website |
| New certified financial advisor aio |  |  |  | From their website |
| Review current insurance coverage |  |  |  | From their website |
| Review existing estate plan |  |  |  | From their website |
| Review past tax returns |  |  |  | From their website |
| Socially responsible investing sri |  |  |  | From their website |
| Tax planning |  |  |  | From their website |
| Tax preparation |  |  |  | From their website |
| Inheritance |  |  |  | From their website |
| Financial advisors entertainers |  |  |  | From their website |
| Fees |  |  |  | From their website |
| Estate planning |  |  |  | From their website |
| Effective altruism |  |  |  | From their website |
| Education planning |  |  |  | From their website |
| Charitable giving |  |  |  | From their website |
| Brian stover triathlete coach |  |  |  | From their website |
| Any other financial area |  |  |  | From their website |
| Tax projections |  |  |  | From their website |
| Ussif sustainable investing trends report |  |  |  | From their website |


### Known for

Share your review link so AI can say what you're known for


## The team

Add your team so AI can name who works here


## Visiting AMA Financial

Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "We have extensive experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a comprehensive plan so that you are financially secure through retirement. AMA Financial Advisor is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Gravitas Club | Restaurant | 1 min walk |
| 433 N Camden Dr Garage | Parking lot | 1 min walk |
| Beverly Hills Public Parking | Parking garage | 1 min walk |
| Parking | Parking lot | 1 min walk |
| La Colombe Coffee Workshop | Coffee shop | 1 min walk |
| Le Pain Quotidien | Restaurant | 1 min walk |


## Reputation

Share your review link so AI can quote your customers


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### On a budget in Beverly Hills, is this place the one?


### do I need to book this place or can I just turn up?


### Are the hours on Google right for AMA Financial in Beverly Hills?


### walking in for a first visit, what happens


### Somewhere to park near AMA Financial?


### last update from here was when?


### which one, AMA Financial or AIO Fee Only?


### any last minute slots at AMA Financial?


### anything good on 4th 6th to kill time near AMA Financial?


### planning a Saturday visit, is that a wasted trip


### best financial planner in Beverly Hills


### people keep recommending AMA Financial, what for?


### discounts for coming back, is that a thing


### Where can I find more information about this place?


### Ballpark for a visit to a planner in Beverly Hills?


## The AI Score: 22 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AMA Financial scores 22, below the Beverly Hills average of 29. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | AMA Financial |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | Does not apply | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. |  |
| Backlink & citation authority | 8 | 51 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 72 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 40 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to AMA Financial |
| --- | --- | --- | --- | --- |
| AMA Financial Advisors | LocalBusiness | #business | https://amafinancialadvisors.com/ | Subject of this page |
| Beverly Hills, California | City | #city |  | City AMA Financial is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.


### Lists

- Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner
- Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJa5c2ew-9woAReHstDef3n4c (accessed Aug 3, 2026)
- [2] amafinancialadvisors.com, https://amafinancialadvisors.com/services/ (accessed Sep 18, 2026)
- [3] amafinancialadvisors.com, https://amafinancialadvisors.com/ussif-sustainable-investing-trends-report/ (accessed Sep 18, 2026)
- [4] amafinancialadvisors.com, https://amafinancialadvisors.com/affirmativesg-sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)
- [5] amafinancialadvisors.com, https://amafinancialadvisors.com/athletes-musicians-actors/ (accessed Sep 18, 2026)
- [6] amafinancialadvisors.com, https://amafinancialadvisors.com/brian-stover-triathlete-coach/ (accessed Sep 18, 2026)
- [7] amafinancialadvisors.com, https://amafinancialadvisors.com/effective-altruism/ (accessed Sep 18, 2026)
- [8] amafinancialadvisors.com, https://amafinancialadvisors.com/fees/ (accessed Sep 18, 2026)
- [9] amafinancialadvisors.com, https://amafinancialadvisors.com/financial-advisors-entertainers/ (accessed Sep 18, 2026)
- [10] amafinancialadvisors.com, https://amafinancialadvisors.com/giving-green-climate-change/ (accessed Sep 18, 2026)
- [11] amafinancialadvisors.com, https://amafinancialadvisors.com/esg-impact-investing/ (accessed Sep 18, 2026)
- [12] amafinancialadvisors.com, https://amafinancialadvisors.com/new-certified-financial-advisor-aio/ (accessed Sep 18, 2026)
- [13] amafinancialadvisors.com, https://amafinancialadvisors.com/one-tree-planted-effective-altruism/ (accessed Sep 18, 2026)
- [14] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)

The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers

References, including locals

Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.

  1. On a budget in Beverly Hills, is this place the one? Question by holiday_bride_downtown, Sep 14, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/is-there-anywhere-cheaper-than-ama-financial-advisors-in-beverly-hills
  2. do I need to book this place or can I just turn up? Question by window_shopping_on_6th_90210, Sep 11, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/does-ama-financial-advisors-accept-reservations
  3. Are the hours on Google right for AMA Financial in Beverly Hills? Question by weekend_only_in_bh, Sep 10, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-are-the-business-hours-for-ama-financial-advisors
  4. walking in for a first visit, what happens Question by undecided_on_6th, Sep 7, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-should-i-know-before-a-first-visit-at-ama-financial-advisors
  5. Somewhere to park near AMA Financial? Question by 6th_and_4th, Sep 7, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/is-there-parking-available-at-ama-financial-advisors
  6. last update from here was when? Question by hopeful_in_bh, Sep 4, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-has-ama-financial-advisors-been-posting-lately
  7. which one, AMA Financial or AIO Fee Only? Question by reading_reviews_on_6th, Sep 2, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/ama-financial-advisors-or-aio-fee-only-financial-advisors-for-financial
  8. any last minute slots at AMA Financial? Question by 4th_and_6th, Sep 1, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/does-ama-financial-advisors-ever-have-last-minute-openings
  9. anything good on 4th 6th to kill time near AMA Financial? Question by june_reader_west, Aug 26, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-is-around-ama-financial-advisors-on-4th-6th
  10. planning a Saturday visit, is that a wasted trip Question by 6th_wren, Aug 21, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/is-ama-financial-advisors-open-on-saturdays
  11. best financial planner in Beverly Hills Question by spontaneous_on_6th, Aug 18, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/best-financial-planner-in-beverly-hills
  12. people keep recommending AMA Financial, what for? Question by new_here_on_6th, Aug 13, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-is-ama-financial-advisors-known-for
  13. discounts for coming back, is that a thing Question by june_shopper_downtown, Aug 8, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/does-ama-financial-advisors-take-rewards-points-or-membership-pricing
  14. Where can I find more information about this place? Question by 4th_lou, Jul 30, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/where-can-i-find-more-information-about-ama-financial-advisors
  15. Ballpark for a visit to a planner in Beverly Hills? Question by weekend_only_on_6th, Jul 24, 2026. localairegistry.com/biz/ca/beverly-hills/ama-financial-advisors-beverly-hills-ca/q/what-does-a-financial-planner-actually-cost-in-beverly-hills

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Change historyEvery change to every fact, newest first

References

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ConfirmedVisitor submittedAI guess
Show references (14)

This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.

  1. [1]VisitName, address, phone, hours and 2 other detailsGoogle Business Profile.Primary source · Accessed Aug 3, 2026 · https://www.google.com/maps/place/?q=place_id:ChIJa5c2ew-9woAReHstDef3n4c
  2. [2]Services18 servicesamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/services/
  3. [3]ServicesUssif sustainable investing trends reportamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/ussif-sustainable-investing-trends-report/
  4. [4]ServicesAffirmativesg sustainable responsible impact investingamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/affirmativesg-sustainable-responsible-impact-investing/
  5. [5]ServicesAthletes musicians actorsamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/athletes-musicians-actors/
  6. [6]ServicesBrian stover triathlete coachamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/brian-stover-triathlete-coach/
  7. [7]ServicesEffective altruismamafinancialadvisors.com.Primary source · Accessed Sep 18, 2026 · https://amafinancialadvisors.com/effective-altruism/
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