Laurels

Best Financial Advisors in Buena Park
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Buena Park Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 29 21 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Asset Planning, Inc.

  • Financial Planning
  • Certified Financial Planner (CFP)

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

Website

Bracey Tax & Financial Services

  • 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

Website

Cindy Havenhill Wealth & Risk Management

  • 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

Website