Serving Los Angeles
Los Angeles Financial Planning for Professionals and Families
A comprehensive review of your financial picture — retirement income, disability coverage, estate planning, investment strategy, and more. Serving the greater Los Angeles area.
Financial Planning Built for the Way Los Angeles Professionals Live
Los Angeles professionals face a financial landscape that is genuinely different from the rest of the country. High incomes, high costs, concentrated equity positions, complex compensation structures, and a competitive real estate market create planning challenges that a generic approach rarely addresses well.
John Adler works with professionals, business owners, and families across Los Angeles County to examine the full picture — not just the investment portfolio. The Financial Blind Spot Review is designed to surface the gaps, risks, and overlooked opportunities that tend to accumulate over a successful career.
The goal is not to sell a product. It is to give you a clearer view of where things stand — and what, if anything, deserves attention.
Planning Areas
A comprehensive financial review covers the areas most likely to contain blind spots for Los Angeles professionals.
Retirement Income Planning
Building reliable income for a retirement that may last 30 or more years — coordinating Social Security timing, investment distributions, and tax efficiency.
Disability Income Protection
Your ability to earn is your most valuable financial asset. Most employer plans cover only 50–60% of income, and those benefits are taxable. A personally owned policy can close the gap.
Life Insurance and Estate Planning
Ensuring the right coverage is in place — and that beneficiary designations, trusts, and estate documents are coordinated with the rest of the financial plan.
Investment Strategy and Coordination
Reviewing how accounts, allocations, and strategies work together — and whether they are aligned with your actual goals and timeline.
Tax Efficiency
Identifying opportunities to reduce unnecessary tax drag across accounts, income sources, and planning decisions.
Business Owner Planning
For business owners, personal and business financial planning are deeply intertwined. Key-person coverage, buy-sell agreements, and exit planning all deserve attention.
Areas Served
John works with clients across Los Angeles County and the surrounding communities.
- Los Angeles
- Sherman Oaks
- Encino
- Studio City
- Tarzana
- Woodland Hills
- Calabasas
- Toluca Lake
- Burbank
- Glendale
- Pasadena
- Agoura Hills
Meetings are available by phone, video, or in person. John works with clients throughout California and nationally for select planning engagements.
Get in Touch
Phone
(323) 595-0685Google Business Profile
View on Google MapsNo obligation. No cost. No pressure.
Start with a Conversation
The Financial Blind Spot Review is a no-obligation starting point — a structured conversation designed to examine 14 areas of your financial life and surface what may deserve attention.
No obligation. No cost. No pressure.