Retirement Planning & 401(k) Rollovers
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Pasadena HQ · Local & National Service
Westside Financial Planning in Santa Monica
Executive bonus plans, living benefits, and estate strategies for Santa Monica professionals and business owners.
Also see our dedicated service pillar page for Santa Monica.
Lead Advisor
Nelly Lara
Headquarters
Pasadena, CA
Full-Service Planning
10+ Core Strategies
Education-first financial planning — products only after you understand your options Education hub →
Local Challenges We Address in Santa Monica
- Executive compensation optimization
- Coastal California cost-of-living and retirement planning
- Business continuity and key person coverage
Services for Santa Monica Families
Insurance-based financial fortresses — not market-only stock picking.
Living Benefits Life Insurance
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Estate & Business Planning
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Generational Wealth Transfer
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Debt Elimination Strategy
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Mortgage Protection
Personalized strategy sessions available in-person for Southern California clients and virtually for CA and nationwide households.
Client Success Stories — Westside Los Angeles
Executive Bonus & Key Person Planning
A Los Angeles business owner needed to retain top talent while building a personal exit strategy.
Outcome: Coordinated executive bonus plans with living benefits coverage to protect both the business and family.
High-Net-Worth Estate Fortress
A Westside family required probate avoidance and liquidity for potential long-term care needs.
Outcome: Built a layered protection plan combining living benefits with estate planning coordination.
Financial Planning FAQ — Santa Monica, CA
Does Legacy in Motion serve Santa Monica, CA?
Yes. Legacy in Motion serves Santa Monica, California and the surrounding region (Westside Los Angeles). The firm is headquartered in Pasadena, CA and offers both local and virtual nationwide consultations. Book at https://www.legacyinmotion.org/locations/california/santa-monica#consultation or call (626) 203-7652.
What financial services are available in Santa Monica?
Services for Santa Monica clients include Retirement Planning & 401(k) Rollovers, Living Benefits Life Insurance, Estate & Business Planning, Generational Wealth Transfer, and more. Legacy in Motion specializes in retirement planning, living benefits life insurance, estate planning, and generational wealth strategies.
How do I find a bilingual financial advisor near Santa Monica?
Legacy in Motion provides bilingual (English/Spanish) financial strategy sessions. Visit /es/locations for Spanish city pages or request a consultation in your preferred language.
Speak with an Advisor Serving Santa Monica
Request a complimentary consultation. We serve Santa Monica, California, and clients across the United States from our Pasadena headquarters.
