Best Financial Advisors in Buena Park

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.

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.

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.

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.

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.

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.

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 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.