# 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

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### Press

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### Awards

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### 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)