Expertise.com

2024

Last updated:

Best Financial Advisors in Buena Park

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. 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.

29Reviewed

21Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Buena Park, CA
Free Consultation

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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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Buena Park, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Buena Park? 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.

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

1440 N Harbor Blvd #900, Fullerton, CA 92835

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

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

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Review Sources

Yelp
5.0 (12)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Why choose this provider?

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.

  • Financial Planning

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

565 Pier Ave #595, Hermosa Beach, CA 90254

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Why choose this provider?

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.

  • Financial Planning

FAQs

  • 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.

  • What are the advantages in Buena Park of a fiduciary financial advisor over a regular one?

    A fiduciary financial advisor in Buena Park has a duty to put the interests of a client above all else. This is often accompanied by independence from any specific provider of investment products and a duty to disclose conflicts of interest. The obligation of trust prevents situations where a professional's advice is compromised by a need to serve banks and lenders instead of the customer.

  • What fields do financial advisors in Buena Park consider when giving counsel?

    When counseling clients in Buena Park, financial advisors use estate and tax planning skills to minimize the revenue hit from one's income and preserve as much as possible for the heirs. Education and retirement planning is used to prepare a client for higher learning and to maximize earnings until the day when work stops.

  • When contracting second marriages, what financial considerations should individuals in Buena Park take note of?

    When contracting second marriages, residents of Buena Park should set aside money to preserve the inheritance and support of any children from the first wife. Using life insurance and naming the original kids as beneficiaries will ensure that they won't be penniless. Assets should also be titled because any untitled ones might pass on to the second spouse instead of the first offspring.

  • Why is rebalancing a portfolio from time to time vital in Buena Park?

    It is vital in Buena Park to rebalance a portfolio from time to time because the proportion of risks shifts over the years. An investor may wish to invest 33.34% each in the tech, education, and entertainment industries, and if one sector outgrows the rest, the 1/3 allocation between the three will break. Rebalancing is needed to prevent any single basket from carrying too much weight.

  • In Buena Park, why must one invest in companies that take note of social issues?

    In Buena Park and elsewhere, the environmental, social, and governance investment paradigm has taken hold, and companies are expected to prioritize the welfare of society and the world besides simple profit. Younger generations prefer to consume products from the less amoral corporations of the world, making these perform better and thus be safer bets.

  • 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.