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Best Financial Advisors in Costa Mesa

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151 Kalmus Drive Suite J-3, Costa Mesa, CA 92626
Costa Mesa, CA 92626
  • Certified Financial Planner (CFP)

Capital Planning Group LLC is a financial consultancy firm that serves clients in the Costa Mesa area. It helps families, individuals, and businesses accumulate, grow, and transfer their wealth. Its team designs financial strategic plans for every client through integrated planning and rigorous research. The company's founder, Brian Seaman, has been in the wealth management business for over two decades. Before embarking on the field, he served as a management consultant trainer at a large insurance company for 14 years.

151 Kalmus Drive Suite J-3, Costa Mesa, CA 92626
Costa Mesa, CA 92626

Website(714) 881-1595

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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+

3200 Bristol St, Costa Mesa, CA 92626
Costa Mesa, CA 92626
  • Finance Planning
  • Financial Planning

Cerity Partners is a financial advisory firm that services the Costa Mesa metro and the surrounding areas. Its team comprises investment specialists, tax advisors, financial planners, and retirement plan consultants. They provide financial counsel to clients. The firm has experience working with individuals, high-net-worth families, businesses, and nonprofit organizations. It renders services, including financial administration, investment management, insurance planning, cash flow analysis, and financial wellness coaching. Cerity Partners also welcomes interested clients who are not from the state.

3200 Bristol St, Costa Mesa, CA 92626
Costa Mesa, CA 92626

Website(714) 415-4990

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:

3 (Best)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

123 (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+

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626
Costa Mesa, CA 92626
  • Investment Management

Established in 1987, Check Capital Management Incorporated is an investment management firm that serves Costa Mesa. It offers financial advising and helps clients develop plans and investment strategies to help them achieve their financial goals and maximize their wealth. The company's founder, Steven Check, received his formal education in Electrical Engineering, but keeps himself abreast of the industry’s trends by studying investors like Benjamin Graham and Warren Buffett. He is a CFA Institute member.

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626
Costa Mesa, CA 92626

Website(714) 641-3579

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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:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (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+

100 W Broadway Ste 3000, Long Beach, CA 90802
Long Beach, CA 90802

LA Wealth Management provides services to individuals, families, and businesses around Costa Mesa. Through an education-based and needs-oriented approach, it identifies goals and informs clients of the details behind each available option, from retirement plans to insurance to college planning. The firm is also a corporate sponsor of Together We Rise, a nonprofit organization that assists foster children across America. Its owner, Laurie Allen, has been serving Los Angeles since 2008. She is a Certified Financial Planner.

100 W Broadway Ste 3000, Long Beach, CA 90802
Long Beach, CA 90802

Website(424) 450-7435

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (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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