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Best Financial Advisors in Buena Park

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Buena Park, CABuena Park, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Buena Park, CABuena Park, CA

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

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10833 Valley View Street, Suite 470, Cypress, CA 90630
Cypress, CA 90630
  • Certified Financial Planner (CFP)
  • Financial Planning

Asset Planning, Inc., serves clients in Buena Park offering them wealth management and financial planning services. With its goal of helping individuals and families achieve their personal objectives, the firm guides them in developing plans based on their current financial situation. Some of the firm's advisors have earned the Certified Financial Planner designations. Among them is Erin Nelsen, who is also a member of NAPFA. She was also featured in the LA Times sharing her expertise on financial matters.

10833 Valley View Street, Suite 470, Cypress, CA 90630
Cypress, CA 90630

Website(714) 827-5794

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

15651 Imperial Highway Suite 202B, La Mirada, CA 90638
La Mirada, CA 90638
  • Financial Planning

Bracey Tax & Financial Services is a firm that serves clients in Buena Park. It provides personalized wealth management solutions to individuals, families, and business owners. The firm's financial professionals have 40 years of combined experience assisting clients with planning and implementing strategies designed to improve and secure their assets and finances. Its financial advisor, Sean Bracey, can prepare retirement, investment, insurance, and tax plans parallel to each client's unique needs, goals, and budgets. Bracey is the president of the La Mirada Club.

15651 Imperial Highway Suite 202B, La Mirada, CA 90638
La Mirada, CA 90638

Website(562) 902-6560

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1100 Corporate Center Dr #220, Monterey Park, CA 91754
Monterey Park, CA 91754
  • Certified Financial Planner (CFP)
  • Retirement Planning

Carlos Bruner is a financial professional who works for Transamerica Financial Advisors and serves the residents in Buena Park. He assists small business owners and individuals in developing plans to preserve their wealth and achieve their goals, such as saving up for college or preparing for retirement. He advises them on strategies to maximize their retirement income and offers insurance products that provide financial protection for themselves and their loved ones. Bruner is bilingual in English and Spanish.

1100 Corporate Center Dr #220, Monterey Park, CA 91754
Monterey Park, CA 91754

Website(323) 263-1100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

14241 E, Firestone Blvd Suite 400, La Mirada, CA 90638
La Mirada, CA 90638
  • Certified Financial Planner (CFP)

Cindy Havenhill Wealth & Risk Management offers comprehensive financial consultancy services in Buena Park. The firm’s financial planning process involves understanding clients' goals, reviewing their financial status, and recommending solutions. It also assists with plan implementation, monitoring, and modification and provides continuous guidance and global market updates. Founder Cindy Havenhill is a Certified Financial Planner and has a master’s degree in business administration. She previously worked as a financial analyst for the Walt Disney Company before opening her own firm under LPL Financial in 1995.

14241 E, Firestone Blvd Suite 400, La Mirada, CA 90638
La Mirada, CA 90638

Website(714) 801-8473

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5212 Katella Ave, Suite 205, Los Alamitos, CA 90720
Los Alamitos, CA 90720
  • Certified Financial Planner (CFP)

Fernandez Financial Advisory, LLC, is a company that serves individuals and families in Buena Park and the surrounding areas. It offers a wide range of financial planning services, including investment advice, estate planning, insurance analysis, portfolio management, and cash management planning. It also provides assistance with Social Security and related-retirement savings plans. Delia Fernandez, the founder of Fernandez Financial Advisory, is a personal financial planner and investment advisor with more than 20 years of experience.

5212 Katella Ave, Suite 205, Los Alamitos, CA 90720
Los Alamitos, CA 90720

Website(562) 594-4454

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

16700 Valley View Ave. Suite 160, La Mirada, CA 90638
La Mirada, CA 90638
  • Certified Financial Planner (CFP)
  • Retirement Planning

Retirement Planning Advisors, Inc. is a firm that serves the residents of Buena Park. It guides clients in developing plans that help them prepare for retirement, advising them on income sources and tax strategies. It assists with Social Security analyses, Medicare, and long-term care. It helps clients in qualifying for the LTC Medi-Cal program to reduce nursing home care bills. Its financial planner Karl Kim is a Medi-Cal specialist who has handled more than 1,000 applications through his office.

16700 Valley View Ave. Suite 160, La Mirada, CA 90638
La Mirada, CA 90638

Website(714) 994-0599

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

565 Pier Ave #595, Hermosa Beach, CA 90254
Hermosa Beach, CA 90254
  • Financial Planning

Sparrow Wealth Management is a firm serving Buena Park. It offers personalized services in financial planning and investment management using low-cost mutual funds through Dimensional Fund Advisors. It assesses their clients’ financial situation to establish their needs and assists them in constructing plans to achieve their goals, including developing an investment policy statement to determine asset allocation. It holds regular reports and reviews to monitor financial performance. The firm is a member of the National Association of Personal Financial Advisors.

565 Pier Ave #595, Hermosa Beach, CA 90254
Hermosa Beach, CA 90254

Website(877) 330-9191

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

1440 N Harbor Blvd #900, Fullerton, CA 92835
Fullerton, CA 92835
  • Estate Planning
  • Retirement Planning

Financial advisors at The Blackmont Group provide their services to clients in Buena Park and the surrounding areas. They analyze and clarify the customers' goals and tailors investment plans to their specific needs. Their services include impact investing, risk management, retirement planning, tax planning, and estate planning. The Blackmont Group has been featured in Entrepreneur, Forbes, The Huffington Post, The Simple Dollar, and USA Today. It is also partners with the Financial Planning Association and Kingdom Advisors.

1440 N Harbor Blvd #900, Fullerton, CA 92835
Fullerton, CA 92835

Website(714) 987-2453

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

12201 Seal Beach Blvd, Seal Beach, CA 90740
Seal Beach, CA 90740
  • Certified Financial Planner (CFP)
  • Financial Planning

William Totten provides financial services and advice to clients in Buena Park. He works to create a financial plan that helps protect and grow their wealth. He collaborates with clients to adjust, monitor, and rebalance the plan as their needs change. He offers advice on retirement, estate planning, and health care and applies various tax-smart investing techniques to minimize taxes on assets. William Totten is a Certified Financial Planner with a degree in Business Administration and Management.

12201 Seal Beach Blvd, Seal Beach, CA 90740
Seal Beach, CA 90740

Website(562) 296-9470

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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