YOUR TRUSTED FINANCIAL PARTNER.

Helping you secure a stable and prosperous financial future with expert guidance and personalized planning.

Retirement Planning

Creates a retirement roadmap with savings, investment and income strategies.

Investment Management

Builds diversified portfolios to align with goals, risk, and growth needs.

Tax Planning and Optimization

Reduces tax liabilities using deductions, credits, and tax-efficient accounts.

Analysis of Financial Documents

Sets up wills and trusts to transfer wealth and reduce estate taxes.

About Can You Trust Them

Dedicated to Your Financial Success

Can You Trust Them, based in Walnut, CA, is committed to providing you with top-quality financial services designed to meet your unique goals. Our team of experienced professionals believes in building trust through transparent, informed, and effective financial planning. From retirement savings to tax optimization, we strive to offer the guidance you need to feel confident about your financial future.

Our mission is to equip you with the tools and strategies necessary to achieve lasting financial security. With a comprehensive range of services and a personalized approach, we are dedicated to helping you make informed decisions at every step of your financial journey. Our experts stay up-to-date on market trends, investment opportunities, and tax regulations to provide you with timely and accurate insights.

Our Analisys is Your

CUSTOMER testimonials

"The advisors at Can You Trust Them are incredibly knowledgeable and guided me through every step of my financial planning. They were transparent about every detail and took the time to explain things clearly, making me feel confident and secure in my choices. I trust them completely with my financial future!"

Celina Martin Business Person

"I’ve worked with a few financial advisors, but none compare to Can You Trust Them. From our first consultation, they made me feel valued and heard. They always take time to answer my questions and are upfront about every decision. Their transparency and dedication to my goals have been truly refreshing."

Tony Smith Business Person

"Can You Trust Them has been amazing in helping me with both investments and tax planning. I always know they have my best interests at heart. They’re honest, approachable, and never pushy—qualities that can be hard to find in this industry. I wholeheartedly recommend them to anyone looking for trustworthy financial advice!"

Alena Due Business Person

Our Financial Planning and Investment Services

RETIREMENT PLANNING.

Investment Management

Preparing for retirement involves more than just saving; it requires a strategic approach to ensure you have the resources you need when you decide to retire. Our retirement planning services are tailored to your goals, lifestyle, and financial situation, helping you to maximize your income potential over time. We work closely with you to develop a customized plan that addresses your unique needs, providing peace of mind as you approach this next chapter of life.

With a focus on stability and growth, our retirement planning approach considers factors such as inflation, healthcare expenses, and changing market conditions. Our goal is to help you build a sustainable retirement income strategy that will allow you to maintain your lifestyle and enjoy a fulfilling retirement.