Helping you achieve financial independence and feel more confident about your future. Lake Avenue Financial empowers individuals seeking financial clarity and independence. As a fee-only fiduciary, we understand that you have unique considerations when planning for the future. Our team of experienced financial advisors simplifies complex financial concepts, educates and alleviates the stress surrounding financial decisions. You are at the center of everything we do, and we are dedicated to listening to your needs and guide you every step of the way. Whether you are working towards your retirement, investment, tax or estate goals, we’ll help design a plan that aligns with your goals, values and priorities.

Phone: (626) 689-2012

Cross Streets: Between Corson St and Locust St