Paula C.
12/16/2021
My husband and I are typically mistrustful of "consultants" and "advisors" of any type but more so of those who we would trust with our precious and hard earned retirement funds! Cathy was...
Beneficent Financial
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3858 E Colorado Blvd # 200
Pasadena, CA 91107
Beneficent Financial, located in Pasadena, CA, specializes in comprehensive financial planning services designed to build secure financial futures tailored to individual goals and needs. Their offerings include investment management, financial planning, retirement advice, and insurance solutions, all aimed at empowering clients to achieve financial freedom.
The firm's seasoned team excels at crafting personalized retirement strategies, ensuring that clients have the resources they need when it matters most. By providing expert guidance and a holistic approach, Beneficent Financial is committed to helping individuals navigate the complexities of financial planning for a fulfilling retirement.
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Reviews
4.515 reviews
Breck J.
3/13/2025
Went to sales presentation at a fine restaurant. Was truly interested in handing over responsibility for most of my retirement fund in the next few years. Have been managing my portfolio for over...
Éelän R.
7/11/2024
Not only has your company helped me get my finances in order/ that includes my tax filings up to date, but now because of this assistance/guidance/support I qualify to purchase a home in the...
Nelly C.
10/10/2023
Great service and expert advise! Cathy and her staff are easy to work with. Highly recommend their business.
Michael A.
10/27/2023
We have been using Cathy's advice (Beneficent Financial) now for over 15 years. I was able to put my child through top private schools in Pasadena and send her to a private college, as well as...
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