Grounded Wealth Advisors, LLC

About

Grounded Wealth Advisors, LLC is a financial advisory firm located in Pasadena that provides personalized wealth management and investment planning services. The firm works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances.

Hours

• Monday: 9:00 AM–6:00 PM
• Tuesday: 9:00 AM–6:00 PM
• Wednesday: 9:00 AM–6:00 PM
• Thursday: 9:00 AM–6:00 PM
• Friday: 9:00 AM–6:00 PM
• Saturday: Closed
• Sunday: Closed

Reviews

I highly recommend working with Brandon C. as your financial advisor! He's transparent and supportive. I've saved upward of thousands from his support of tax planning alone. I came to him with many questions ranging from easy to complex, he was incredibly patient through it all. He took the time to walk me through the most complicated financial concepts step-by-step un. He’s been a huge help in m… — Nadine Mata

Alex and his team have provided thoughtful and specific updates and feedback on my finances for years. They have been a vital part of my retirement planning and their investment reporting is top notch! I highly recommend them for all of your investment and retirement planning needs. — Becky Rudd

I am so grateful to be working with Tori Sierra on my finances, wealth management and retirement planning. After working side-by-side at an internship in college, we reconnected in 2018 when I sought out Tori’s advice and expertise. As a public school teacher I was looking for ways to maximize my benefits and retirement, while maintaining a reasonable mothy budget and saving towards my future goa… — Catherine Priestley

This team has got it together. Tori and Alex are always ready to answer our questions. We recently reviewed my wife’s retirement projection plan with Tori and feel confident as we did almost 11 years ago when we jumped on board with her and her team. Recently Brandon assisted us in obtaining the best credit card and monthly payment plan to take advantage of travel benefits. My wife and I met Max… — andrew gutierrez

I entrusted my money with Alex, and I’ve been so grateful ever since. Even though it wasn't a large amount when I started, Alex—and his wife and business partner, Tori—have always treated me like I was their most important client. They’re kind, professional, and truly committed to helping people succeed. Alex schedules regular check-ins, is always available for questions, and together they offer… — Angelique Hamane