Get ready to take control of your finances.
At Beneficent Financial, we believe that the financial planning process, when done correctly, is much more than a series of transactions. That is not just about how you are doing; it is about how we are progressing as partners. We focus on nurturing a long term relationship.
Our Services
We offer Financial Planning and Wealth Management strategies for clients in the Greater Los Angeles Area and represent clients throughout Pasadena, La Canada, Glendale, Burbank, San Marino, Sierra Madre, Hollywood, San Gabriel Valley and the San Fernando Valley.
What Is Beneficent?
be·nef·i·cent - /bəˈnefəsənt/
Adjective : “doing good or causing good to be done; conferring benefits; kindly in action or purpose.”
Client Stories
Unlike large financial institutions where products are the keys to their success, here at Beneficent Financial, we believe your financial literacy is the key to our success!
Our Individual Approach
We value your time and rather than wasting it by making phone calls to different departments. We take care of everything you need from your very first appointment; furthermore, we are financial specialists that cater to your every request.
“We take the stress out of financial planning. Our commitment and goals are to utilize all of our resources and help you get the results you are looking for.”
— Cathy Downs
News & Notes
