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Second 50 Financial

EST. AUM
$341,645,342

CONTACTS
1

CLIENT ACCOUNTS
498

Firm Details

Metro area Los Angeles
CRD Number 318626
Website second50financial.com
Client types

Overview

Second 50 Financial, based in Manhattan Beach, California, is a registered investment advisor specializing in financial planning and asset management for individuals in their "second 50" years of life. With over $221 million in assets under management, the firm offers adaptive financial planning and institutional asset management services, focusing on wealth preservation and income strategies for clients approaching or in retirement. Their team holds certifications such as Certified Financial Planner® and Retirement Management Advisor®, emphasizing a fiduciary commitment to clients' best interests.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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