Financial Advisor near Rodeo Drive in Beverly Hills
Updated: 60 minutes ago
FACT Advisors Brings Integrated Financial Services to Beverly Hills
FACT Advisors - Beverly Hills is a financial advisory and accounting firm at 8383 Wilshire Blvd #830, Beverly Hills, CA 90211, offering integrated support across finance, accounting, crypto, and tax. Led by Founder and CEO Jean-Pierre Sfeir, the firm works with businesses, startups, nonprofits, entrepreneurs, and individuals throughout Beverly Hills, Las Vegas, and across the U.S.
If you are looking for a Financial Advisor near Rodeo Drive in Beverly Hills, FACT Advisors - Beverly Hills works from its Wilshire Boulevard office on the eastern side of Beverly Hills. It is in a professional and commercial corridor rather than directly in the Rodeo Drive tourist and luxury shopping core. From this office, the firm serves businesses, startups, nonprofits, entrepreneurs, and individuals throughout Beverly Hills, as well as clients in Las Vegas and across the U.S. Its work combines financial advisory, accounting, bookkeeping, tax planning and preparation, crypto advisory, financial modeling, payroll, business formation, and fractional CFO services within one firm. Clients can connect finance, accounting, crypto, and tax decisions instead of handling each one in isolation.
FACT Advisors describes itself as a financial advisory and accounting firm. That pairing shapes how it works. The firm helps clients understand their finances more clearly, improve cash flow, stay organized, reduce compliance risk, and make more informed financial decisions. It supports both personal and business finances. That matters for anyone whose household and company finances overlap or need cleaner separation.
The integrated model is the main thing that sets the firm apart. Many financial questions cross more than one discipline. For example, a business owner's bookkeeping affects tax planning, and that tax planning affects cash flow management and long-term financial strategy. Cryptocurrency activity adds another layer, because it carries both financial and tax implications. FACT Advisors covers finance, accounting, crypto, and tax under one roof, so these pieces can be reviewed together and turned into personalized financial solutions.
The firm has a particular strength in complex situations involving growth, multiple income streams, business operations, taxation, and cryptocurrency. Its work is aimed at clients who need more than basic bookkeeping or tax filing. These include small to mid-sized business owners and founders, startups preparing for growth or fundraising, established businesses that have outgrown basic bookkeeping, nonprofits that need stronger financial reporting, and high-income individuals with more complex personal finances. For growing companies, fractional CFO support adds strategic financial guidance without a full-time executive hire.
Founder and CEO Jean-Pierre Sfeir leads FACT Advisors. He brings more than 15 years of international financial experience to the firm, which supports more than 80 companies. The firm itself has been in business since 2023. Clients get a firm with a defined, current structure, led by someone whose financial background extends well beyond the firm's own founding.
For Beverly Hills business owners, entrepreneurs, professionals, and individuals, FACT Advisors positions itself as a trusted financial partner. Its focus is financial clarity, compliance-focused planning, and practical guidance, so clients can make decisions with a fuller view of their finances.
Services and Process Built for Complex Financial Situations
FACT Advisors' verified services fall into a few connected areas. That structure helps when business and personal finances overlap. On the advisory side, the firm offers financial advisory services, financial planning, financial modeling, investment strategies, business planning, and retirement planning. This is where clients get strategic financial guidance and work on a long-term financial strategy built around their own goals.
On the accounting side, the firm provides bookkeeping services, accounting services, payroll services, and business formation services, along with CPA support for both businesses and individuals. Day-to-day work like this keeps the books clean and payroll organized. It also gives owners the records they need for cash flow management and for decisions that rest on accurate numbers.
Tax work covers tax preparation, tax planning, and tax filing for both individuals and businesses. The emphasis is on proactive tax planning and compliance-focused planning, so tax considerations are addressed alongside other financial decisions instead of only at filing time.
Two specialized services set the firm apart from a single-discipline practice. The first is crypto financial advisory, along with cryptocurrency tax planning, for clients with cryptocurrency activity. The firm describes a particular strength in complex situations involving growth, multiple income streams, business operations, taxation, and cryptocurrency. The second is fractional CFO support for growing businesses, with named specialization in three industries: real estate, restaurants, and construction. The firm's experience includes more than $300 million in funding secured or supported. That figure reflects past work, not a promise about any future outcome.
Every engagement follows the same consultative process. It is designed to understand a client's situation before any recommendations are made:
Initial Consultation: The firm learns about the client's personal or business finances, goals, concerns, current systems, and immediate priorities.
Financial Review: The team reviews the relevant financial information, accounting records, tax considerations, cash flow, business structure, and other areas that may need attention.
Strategy & Recommendations: The firm identifies opportunities, risks, and next steps, then creates a practical strategy tailored to the client's needs. This may include accounting, tax planning, financial modeling, bookkeeping, crypto advisory, or fractional CFO support.
Implementation & Organization: The firm helps put the recommended systems, processes, filings, reports, or financial structures in place, giving the client a clearer and more organized financial foundation.
Ongoing Advisory & Support: As the client's finances or business evolve, the firm can provide continued financial guidance, reporting, tax planning, and strategic support.
This sequence is what turns a list of services into personalized financial solutions. A startup founder might begin with business formation and bookkeeping setup, while an individual with cryptocurrency activity might start with crypto financial advisory and tax planning. In both cases, the review stage comes before any recommendation, and implementation leads toward financial clarity. The same integrated approach across finance, accounting, crypto, and tax also shapes the firm's financial advisory and planning services in Las Vegas, where FACT Advisors has its second location.
That same integrated focus carries through to the financial advisory and planning services the firm provides from its Las Vegas office.
Learn more about our main service page.
Credentials, Local Setting, and How to Reach the Beverly Hills Office for our Financial Advisors near Rodeo Drive
When you choose someone to work with your books, your tax filings, and your long-term financial strategy, you need to trust them. FACT Advisors offers several verified points of recognition and accountability that you can weigh before you reach out.
BBB Accredited with an A+ Rating
Licensed, bonded, and insured
Featured in LA Weekly, VoyageLA, Yahoo, and other media
Named among the Best Financial Advisors of 2026 by BusinessRate
Offices in Beverly Hills and Las Vegas
Each item answers a different question. The BBB accreditation and A+ Rating speak to how the firm conducts business. Being licensed, bonded, and insured shows that it operates with formal accountability in place. The media features and the BusinessRate recognition show that the firm's work has drawn outside attention. The two offices give the firm a presence in both markets. Its business description also states that it serves clients across the U.S.
These credentials fit the firm's compliance-focused planning approach. A firm that asks clients to stay organized and reduce compliance risk should hold itself to clear standards too. That consistency matters if you are looking for a trusted financial partner rather than a one-time preparer.
The Beverly Hills office sits on the Wilshire Boulevard corridor near La Cienega Park, close to West Hollywood, Beverly Grove, and Miracle Mile. This is a working professional district. The surrounding area has a dense mix of professional offices, medical and dental practices, financial and legal offices, real estate companies, restaurants, retail, apartment buildings, and high-value residential neighborhoods.
That mix of businesses and households reflects the two sides of the firm's work. FACT Advisors supports both business and personal finances. Its verified fractional CFO specializations include real estate and restaurants, both of which have a visible presence along this corridor. For individuals, the firm's focus on complex situations, such as multiple income streams or cryptocurrency activity, supports personalized financial solutions instead of standardized packages.
You can reach the Beverly Hills office in two ways. Call FACT Advisors at +1 (888) 710-3228, or visit the firm's Beverly Hills page at factadvisors.com. The office is located at 8383 Wilshire Blvd #830, Beverly Hills, CA 90211. A first conversation is a chance to share your current financial picture and priorities, whether you run a growing company, manage finances across several entities, or want clearer guidance on your personal situation.
Bringing finance, accounting, crypto, and tax together under one firm means one team can see how your decisions connect. That connected view is the foundation for financial clarity and more informed financial decisions over time.
Frequently Asked Questions
Is FACT Advisors located directly on Rodeo Drive?
No, FACT Advisors - Beverly Hills works from an office at 8383 Wilshire Blvd #830, on the eastern side of Beverly Hills in a professional and commercial corridor, rather than in the Rodeo Drive tourist and luxury shopping core. It is a financial advisory and accounting firm serving businesses, startups, nonprofits, entrepreneurs, and individuals.
What makes FACT Advisors' approach different from a typical bookkeeping or tax service?
FACT Advisors combines finance, accounting, crypto, and tax services under one roof, so these areas can be reviewed together instead of handled separately. This integrated model supports clients with complex situations involving growth, multiple income streams, business operations, taxation, and cryptocurrency, along with fractional CFO support for industries like real estate, restaurants, and construction.
Who leads FACT Advisors and what is their background?
FACT Advisors is led by Founder and CEO Jean-Pierre Sfeir, who brings more than 15 years of international financial experience to the firm. The firm has been in business since 2023 and supports more than 80 companies, giving clients a defined, current structure backed by experience predating the firm's founding.
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