Secure Zoom Consultation
Private video strategy sessions from anywhere in the United States — ideal for busy professionals and nationwide clients.
Pasadena HQ · Local & National Service
Westside Financial Planning in Santa Monica
Executive bonus plans, living benefits, and estate strategies for Santa Monica professionals — meet via Zoom or at your workplace.
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 →
How We Meet With You
Serving Santa Monica and all of the United States — choose the format that fits your schedule.
In Person at Your Place of Business
Meet at your office, practice, or workplace by appointment — subject to availability. Travel fees may apply; see disclosure below.
Pasadena Headquarters (Southern California)
Meet at our San Gabriel Valley headquarters for local families, public employees, and CalPERS-focused planning.
On-site visit notice: For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session.
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
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.
Retirement Planning & 401(k) Rollovers
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for CA and nationwide households.
Living Benefits Life Insurance
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for CA and nationwide households.
Estate & Business Planning
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for CA and nationwide households.
Generational Wealth Transfer
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for CA and nationwide households.
Debt Elimination Strategy
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for CA and nationwide households.
Mortgage Protection
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized 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. Book a secure Zoom session or in-person meeting at your place of business at https://www.legacyinmotion.biz/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.
Can I meet via Zoom or at my workplace in Santa Monica?
Yes. Choose a secure Zoom consultation or an in-person meeting at your place of business in Santa Monica, CA. For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session. Southern California clients may also meet at our Pasadena headquarters.
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.
