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Reason Financial: “A Reason For Being”

Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services. Our staff of professionals have provided these services for more than 25 years.

We customize and implement wealth care solutions to provide a focused methodology in the growth and protection of client’s assets.

View our firm on FINRA’s BrokerCheck.


As a Registered Investment Adviser, Reason Financial: A Rawdin-Baron Financial Company, provides our clients with independent guidance by putting their best interests first.

This fiduciary standard of care is fundamental in ensuring objective advice when managing your finances.

View our firm on FINRA’s BrokerCheck.


Reason Financial provides a high level of client care by building long term relationships based on trust.

Our team approach in working with our clients allows us to deliver an experience indicative to our firm. This helps to ensure what we do, we do right.

View our firm on FINRA’s BrokerCheck.


For more than 25 years the professionals of Reason Financial have served as a trusted partner to our clients, providing sound wealth management through a wide range of market conditions.

Our approach builds on the specialized expertise of our associates, so each client benefits from our collective experience.

View our firm on FINRA’s BrokerCheck.

Financial Planning

PLANNING for education expenses, saving for retirement, managing your debt, planning your estate. With a long-range outlook, we tailor a focused strategy for helping you to work towards your financial goals. Continue reading

Investment Management

INVESTMENT strategies that provide comprehensive solutions to help you work towards your long term goals and objectives – building wealth, protecting your income, and preserving your assets. Continue reading

Tax Planning & Preparation

TAX-ADVANTAGED retirement plans, investment taxes, business tax, new tax deductions… so many things to consider. And with the tax laws changing each year, you need professional guidance. Continue reading