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Best Financial Advisors in Anaheim

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Anaheim, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Anaheim, CA

Why choose this provider?

Need help contacting a Financial Advisor in Anaheim? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
801 East Chapman Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)

Why choose this provider?

Crane & Associates provides financial planning and investment advisory services to clients in Anaheim. Its investment and wealth management services include risk management, research, analysis, asset allocation, and portfolio management. It also provides retirement planning and consulting solutions, such as Social Security strategies, cash flow analysis, and tax planning. The firm is led by senior advisor Dr. Donald Crane, who has more than 40 years of experience in the finance industry. He is a Certified Financial Planner.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1021 West Bastanchury Road, Fullerton, CA 92833
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Eclectic Associates is an investment management and financial advisory firm that serves Anaheim and the surrounding communities. Since its foundation in 1984, it has been helping individuals and families achieve their financial goals through customized plans. Its services include retirement planning, investment management, cash flow analysis, and tax strategies. The company's professionals also help with Social Security optimization, debt management, estate planning, and charitable giving strategies. Eclectic Associates CEO David Little is a member of the National Association of Personal Financial Advisors (NAPFA).

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
623 North Harbor Boulevard, Fullerton, CA 92832
  • Certified Financial Planner (CFP)

Why choose this provider?

Walker Wealth is an independent company in Fullerton that serves nearby communities, including Anaheim. It primarily offers three main services: financial planning, wealth management, and retirement planning. The firm's Certified Financial Planners help clients achieve their financial goals through its services, creating customized investment plans after assessing their risk profiles. Walker Wealth president W. Craig Walker founded the company in 1997. He has 34 years of senior management experience in several Wall Street brokerage firms.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
500 N State College Blvd Suite 1320, Orange, CA 92868
  • Certified Financial Planner (CFP)

Why choose this provider?

TABR Capital Management LLC serves clients throughout Anaheim and the neighboring cities. It provides financial advisory services for pre-retirees, retirees, women in transition, and clients who accumulated sudden wealth. It employs a technical analysis-based risk management approach in its financial services and operates in a fiduciary capacity. Certified Financial Planner Steve Medland and Chartered Market Technician Bob Kargenian, company principals, have been featured numerous times in various publications, such as Barron's and Bloomberg Businessweek. The firm is a member of the Financial Planning Association.

License Verified:

License: 129959

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1501 East Orangethorpe Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

RAI Wealth Management is a registered investment advisory firm that provides a range of financial solutions to residents of Anaheim and nearby areas. The firm guides clients regarding investments and wealth accumulation, assisting them through wealth retention counseling. Company president James P. Ripley is a Certified Financial Planner and an Accredited Asset Management Specialist. He has been in the industry for more than 34 years. He focuses on helping clients reach their financial goals based on their time frame and risk tolerance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2248 North State College Boulevard, Fullerton, CA 92831
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Hawekotte Financial Group provides wealth management solutions to the residents of Anaheim and its neighboring areas. The family-owned firm aids clients in managing their finances and creating a plan tailored to their needs and personal goals. Its team educates individuals on taxation, accumulation, estate planning, business planning, retirement planning, and risk management. In addition, the financial advisors implement, monitor, and make adjustments to the plan for the long term. Hawekotte Financial Group has been serving the metro since 1993.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1230 N. Jefferson St. Suite K, Anaheim, CA 92807
  • Certified Financial Planner (CFP)

Why choose this provider?

DW Financial, Inc., is an investment advisory company that has been serving clients in and around Anaheim since 2001. Its services include financial planning and wealth management, tax planning and return preparation, insurance planning and evaluation, and estate planning assistance and guidance. Kevin Davidson and Dale Woodward serve as the firm's co-owners and co-founders. Davidson has been in the financial services industry since 1983 and has been a CPA since 1986. Woodward is a registered investment advisor and has been a CFP since 1988.

License Verified:

License: 136882

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
135 South Chaparral Court, Anaheim Hills, CA 92808
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Griffin Financial is a full-service and independent financial and estate planning firm that services clients in Anaheim and neighboring areas. For the past two decades, the firm's team of financial advisors and estate planners has provided a wide array of financial services to young professionals, retirees, and growing families. Services include retirement, investment, estate, and personal financial planning. It also assists with divorce and widow financial planning. Griffin Financial is affiliated with the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6200 East Canyon Rim Road, Anaheim, CA 92807
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

Why choose this provider?

Tellone Financial is a wealth management company based in Anaheim. Its financial planning services allow its staff to provide clients with personalized advice tailored towards achieving financial stability. It can also manage a client's assets using its active management approach. This approach takes into account market movements and the client's personal financial goals. Dean Tellone, the company's president, has been working in the financial services industry for over 40 years. He holds the Certified Financial Planner designation.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2501 East Chapman Avenue, Fullerton, CA 92831
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Retirement Distribution and Wealth Management Strategies, Inc., is a financial consulting firm in Brea that serves nearby communities, including Anaheim. It provides financial advice regarding taxes, insurance, pensions, and retirement. Joseph Peralta, the company's principal, specializes in retirement plan distributions and wealth management for individuals and families. He uses tax-efficient strategies, balance, and diversification in investment profiles to help grow and secure his clients' wealth. Joseph is a designated CFP and enrolled agent, which allows him to practice before the IRS.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2300 East Katella Avenue, Anaheim, CA 92806
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 2004, Benchmark Wealth Management is an independent firm that caters to clients in Anaheim. Its planning process includes discovery, planning, strategy-making, and monitoring. Its life planning process and financial guidance are client-centric and customized according to clients' priorities and specific life circumstances. The firm is a member of the Financial Services Institute. Its founder, David Schaper, is a Chartered Retirement Planning Counselor and an Accredited Wealth Management Advisor. He has been in the financial services industry since 1999.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
300 S. Harbor Blvd., Suite 1000, Anaheim, CA 92805
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

InvestLinc Wealth Services is a local wealth management firm catering to individuals and families in and around Anaheim. Its services include financial and retirement planning and money management. The company's process involves clients' portfolio review and organization, implementation, and regular monitoring. InvestLinc Wealth Services also offers insurance products. Its team has more than 100 years of combined experience in the industry. Its CEO, Rick R. Emmett, is a certified professional fiduciary and an Accredited Investment Fiduciary.

License Verified:

License: 304929

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (6)
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
22800 Savi Ranch Parkway, Yorba Linda, CA 92887
  • Retirement Planning

Why choose this provider?

Weber Wealth Advisors is a financial services firm that has been serving the Anaheim community for almost 40 years. It provides a wide range of tailored solutions for individuals, including retirement income strategies, college funding, asset allocation, assessment of risk tolerance, and life and long-term care insurance. Its team conducts weekly reviews of client challenges for solving. The business also offers products such as money market funds, stocks, and bonds. Its founder, Mark Weber, has been working as a financial advisor for more than 30 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2300 East Katella Avenue, Anaheim, CA 92806
  • Estate Planning

Why choose this provider?

Established in 1992, Centaurus Financial Inc. is an advisory firm that serves clients in Anaheim. Its wealth management and advisory services include financial planning and consulting. It also offers alternative investments, annuities, mutual funds, and retirement and insurance plans. The company has over 90 financial advisors, having served more than 18,000 clients, and has administered over $10 billion in assets. Moreover, Centaurus Financial is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

Reputation:

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.
3.6
Facebook
4.0 / 5 (9)
Google
3.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2266 North State College Boulevard, Fullerton, CA 92831
  • Certified Financial Planner (CFP)

Why choose this provider?

Newcastle Financial Advisors offers services to individuals and businesses in Anaheim. It covers different areas of financial planning, including asset preservation, investment management, tax planning, and coordination of estate planning. Clients can select from various products and services, such as 401(k) retirement plans, annuities, mutual funds, and 529 qualified tuition plans. The firm develops long-term strategies for the client's financial goals and monitors the progress of every investment. Newcastle Financial Advisors also offers special needs planning for family members with disabilities or special needs.

Reputation:

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.
3.0
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4883 East La Palma Avenue, Anaheim, CA 92807
  • Certified Financial Planner (CFP)

Why choose this provider?

Wise Steward Corporation provides customized financial solutions to individuals, families, trusts, nonprofits, and business owners in Anaheim. The advisory firm assists clients in developing their financial plans, addressing issues concerning banking and lending and institutional wealth management. Clients also receive guidance in exploring their insurance options, such as health, life, and long-term care coverages, and help choose suitable retirement plans, including defined benefit types. The staff at Wise Steward Corporation carries 20 years of industry experience on average.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
333 The City Drive South, Orange, CA 92868
  • Certified Financial Planner (CFP)

Why choose this provider?

Keep It Simple Financial Planning is a firm that has been serving Anaheim and surrounding communities since 2015. It assists individuals and businesses in a wide range of areas including college savings, employee benefits optimization, retirement planning, investment analysis, and cash flow and debt management. Full-service financial planning services are also available wherein clients work one-on-one with an advisor. The firm's founder, Jason J. Hamilton, is a Certified Financial Planner who served in management roles at Fortune 500 companies.

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
333 City Boulevard West, Suite 2050, Orange, CA 92868
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Barth Financial Advisors, LLC, serves Anaheim and the neighboring communities. The local firm helps individuals attain financial independence through its portfolio of services. It offers personal financial and risk management, and investment, business, retirement, estate, and tax planning. Its associates stay updated with current technology, research, information, and market and tax trends to more efficiently guide clients in meeting their goals. Barth Financial Advisors is composed of a Certified Financial Planner Practitioner, Accredited Estate Planner, Certified Tax Specialist, Certified Public Accountant, and Chartered Financial Consultant.

License Verified:

License: 137324

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why should you seek out the services of a financial advisor in Anaheim?

    The advantages of having a close relationship with a financial advisor in Anaheim become clearer when your life becomes more complicated. If you've recently started working, started saving for retirement, purchased a home, or are looking to buy a home, gotten married, or started a family, it's advisable to have a skilled financial advisor develop a personalized financial plan to assist you. By doing so, you may live comfortably and have the resources to deal with unforeseen expenses.

  • What core elements make up retirement planning in Anaheim?

    Retirement planning in Anaheim involves two primary aspects. The first component entails regularly saving money in a tax-efficient manner, while the second component entails making wise investment decisions that will allow for the accumulation of funds to generate a consistent income during retirement. To ensure adequate retirement planning, it is advisable to seek guidance from a skilled financial advisor.

  • In Anaheim, what does "fee-only" mean for financial advisors?

    A fee-only financial advisor in Anaheim does not get commissions for the sale of financial products; instead, they are paid directly by their clients. This ensures that they prioritize the client's best interest and avoid unnecessary trades or transactions that benefit themselves. The payment for their service can vary, such as a percentage of the assets they manage for you, a flat annual fee, or an hourly rate, depending on the advisor's preference.

  • Why should you invest in an Anaheim 529 Plan?

    529 plans in Anaheim are specialized investment alternatives with tax benefits. These programs help families put aside funds for future college expenses and offer the ability to pay up to $10,000 per student per year for elementary, middle, or high school expenses, regardless of whether it is a public, private, or religious school. Taxes are delayed while earnings from investments grow in a 529 plan, and any distributions used to pay for qualified higher education expenses are tax-free.

  • What are some factors to consider when building generational wealth in Anaheim?

    Important factors to consider when building generational wealth in Anaheim are to:

    • Obtain financial education: To build generational wealth, it is vital to be educated on various financial topics.
    • Support formal education: Motivate heirs to attend college or university and become financially independent.
    • Invest and diversify: Allocate assets across various investments for a well-rounded portfolio.
    • Create a small business: Pass on wealth by establishing and handing down a successful business to your heirs.
    • Pay off debt: Reduce family debt for future financial stability.
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.