Best Financial Advisors in Fullerton

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fullerton 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 42 30 12

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

Bright Advisers

  • Private Wealth Advisor

Bright Advisers is an independent family- and partner-owned firm providing financial consultancy services in Fullerton. It serves individuals and select businesses through investment management, financial planning and consulting, risk management, and retirement planning. The firm also serves families with estate planning, budgeting, and college funding and insurance guidance. Founded in 2010, Bright Advisers has served more than 1,800 clients to date. Its team consists of professionals with various financial backgrounds and designations, including CFP, CPA, and CFA.

135 South State College Boulevard
Brea, CA 92821

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