LA Wealth Management of Long Beach

LA Wealth Management is a Financial Planner in Long Beach, CA, located at 100 W Broadway Suite #3000. The firm provides personalized wealth management services to clients across the continental United States, including those in Manhattan Beach and Hermosa Beach. The team focuses on creating plans for college funding, retirement, legacy building, and asset protection. It holds a rating of 5.00 based on customer reviews. The firm is led by an all-female team of advisors with an education-based, client-first approach. Founder Laurie Allen, CFP®, established LA Wealth Management in 2016 after serving clients in Southern California since 2008. She holds a Bachelor of Science in Business Administration and Finance from UNLV Lee Business School and maintains a California Insurance License. Allen specializes in advanced wealth management strategies and supports professional women and their families through life transitions. The firm is a corporate sponsor of Together We Rise, a nonprofit supporting foster children, and Allen volunteers with FPA Probono. Client Service Manager Shelby Brady manages onboarding and ongoing client care, drawing on a background in mergers and acquisitions. The advisors offer services including qualified tuition programs, UGMA/UTMA accounts, Coverdell Education savings accounts, and retirement planning that considers environmental, socially responsible, and governance-focused investments. The team also assists with employer stock options, restricted stock units, and small business retirement strategies. The business maintains a 5.00 rating from its customers, reflecting strong satisfaction with its services. This standing highlights the positive reception of its personalized, integrity-driven financial planning approach. LA Wealth Management combines its all-female advisory team’s expertise with a long-term investment philosophy to serve financial planning needs in Long Beach and beyond.

LA Wealth Management is situated on W Broadway Suite in Long Beach, CA, just a short distance from Pacific Avenue and Downtown Long Beach. The office is also near the historic Insurance Exchange Building and the UPS Store.

BizScoreAI gives the business a Technical score of 90 out of 100, which ensures the website is secure and readable for search engines. The Discoverability score is 75 out of 100, allowing AI crawlers to find every page so potential clients can be recommended the firm.