SoCal Planners

Free Financial is a registered investment adviser based in Newhall, CA, dedicated to providing quality, personalized financial advice to individuals and families. They believe that everyone, regardless of their financial situation, should have access to professional financial planning services. By offering a free financial plan, they aim to eliminate the barriers of high fees and lack of trust that often prevent people from seeking professional advice. With a focus on building long-term relationships with their clients, Free Financial strives to help individuals achieve their financial goals and secure a positive future.

With a mission to change the way traditional financial services companies operate, Free Financial aims to assist those who may be early in their careers, have debt, or limited savings. By offering a free financial plan, they provide an opportunity for individuals to receive quality financial advice without the fear of high fees. Their commitment to transparency and personalized service sets them apart, ensuring that clients receive the guidance they need to make informed financial decisions. Located in Santa Clarita, CA, Free Financial is dedicated to helping individuals and families achieve financial success and overcome the obstacles that often hinder their progress.

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