Financial Planner
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
Strong is 80 or better. Under 40 is weak. Half of financial planners in the registry score 22–27.
Verified August 4, 2026

We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial planner in Santa Monica”
ChatGPT answered with other businesses. Eddy Financial was not mentioned.
Checked August 4, 2026
Gemini
Not named
Asked “best financial planner in Santa Monica”
Gemini answered with other businesses. Eddy Financial was not mentioned.
Checked August 4, 2026
Named by 0 of 2 assistants as of August 4, 2026.

The score, explained
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
Higher than 92% of financial planners in the registry.
Scanned August 4, 2026
What’s holding this entry back: off-property attestation and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding

The facts
Spot something wrong in this entry?
Questions
Eddy Financial is open Monday through Friday from 8:00 AM to 6:00 PM. They are closed on Saturdays and Sundays.
No, Eddy Financial does not require reservations for consultations.
Eddy Financial is known for providing personalized financial planning services tailored to individual client needs.
Yes, there is parking available at the location of Eddy Financial at 100 Wilshire Blvd, Suite 700, Santa Monica.
More information about Eddy Financial can be found on their website at https://www.eddyfinancial.com/.
For business owners
Registering is free and takes about thirty seconds. No card. We verify by phone.
What AI says about you today
The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.
Your fix list
Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.
Correct the details AI reads
Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.
Fifteen minutes with a person
Book a call and walk your fix list through with someone who moves these numbers for a living. No obligation.
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