Best Financial Advisors in Fullerton

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Last updated: September 24, 2022

Bright Advisers

135 South State College Boulevard, Brea, CA 92821

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.

Crane & Associates

801 East Chapman Avenue, Fullerton, CA 92831

Certified Financial Planner (CFP)
Retirement Planning

Crane & Associates is a financial planning and investment advisory firm that has been serving clients in Fullerton for over 40 years. Its investment and wealth management services include risk management, research, analysis, asset allocation, and portfolio management. It also provides retirement planning and consulting solutions, such as Social Security strategies, cash flow analysis, and tax planning. The firm is led by senior advisor Dr. Donald Crane, who is a Certified Financial Planner. He has more than 40 years of experience in the finance industry.

Eclectic Associates

1021 West Bastanchury Road, Fullerton, CA 92833

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Eclectic Associates provides investment management and financial planning options to Fullerton and the surrounding areas. It offers various financial services, including debt management, charitable giving, tax strategies, company retirement plans, cash flow analysis, and social security optimization. It also helps clients manage their estate, finances, and investments by developing plans that are suitable to their short- and long-term goals. Eclectic Associates was founded in 1984 by Bill Camp, who worked in the agriculture and real estate industries.

Hawekotte Financial Group

2248 North State College Boulevard, Fullerton, CA 92831

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Hawekotte Financial Group is a family-owned and family-operated wealth management and financial planning firm based in Fullerton. This boutique firm has been serving families, individuals, and business owners since its establishment in 1993. Included in its line of services are retirement planning, asset allocation, risk management, and taxation. Other areas of expertise the firm offers include business planning and estate planning. Founding partner John Hawekotte Jr. currently serves as the Registered Player Financial Advisor of the NFL Players Association.

NCH Tax & Wealth Advisors

1661 East Chapman Avenue, Fullerton, CA 92831

Certified Financial Planner (CFP)

NCH Tax & Wealth Advisors is a full-service CPA firm that offers financial advisory, wealth management, and tax accounting services to independent professionals, executives, and business owners in Fullerton. The company has more than 30 years of experience in handling estates and trusts and implementing financial planning and investment strategies. It also resolves IRS problems, conducts accounting procedures, and handles real estate and business sales. Its founder, Nick Hodges is a CPA and a CFP that has been featured in the Orange Country Register.

Pure Financial Advisors

3040 Saturn Street, Brea, CA 92821

Estate Planning
Retirement Planning
Tax Planning

Pure Financial Advisors provides a wide array of financial planning services to clients in Fullerton. It performs retirement planning, cash flow analysis, tax planning, estate planning, and risk management and consulting. Furthermore, it conducts investment planning by assisting its customers in investment portfolio asset allocation, global portfolio diversification, and portfolio rebalancing. Company founder Michael Fenison has been in the field for more than three decades. Pure Financial Advisors also has multiple offices located in Irvine, San Diego, Brea, and Woodland Hills.

RAI Wealth Management

1501 East Orangethorpe Avenue, Fullerton, CA 92831

Certified Financial Planner (CFP)

RAI Wealth Management is an investment advisory firm that offers financial planning and investment management services for individuals in Fullerton and its neighboring areas. The company provides wealth accumulation and retention advice, as well as asset management services. As a fiduciary firm, it focuses on the clients' needs, goals, timeframe, and risk tolerance. RAI Wealth Management's president, James P. Ripley, has been in the financial services industry for more than 30 years.

Retirement Distribution and Wealth Management Strategies, Inc.

2501 East Chapman Avenue, Fullerton, CA 92831

Retirement Planning

Retirement Distribution and Wealth Management Strategies, Inc. is a financial advisory firm that serves clients in Fullerton and the surrounding areas. The company offers financial planning advice regarding retirement, investments, insurance, estate planning, pensions, and debt management. It also provides taxes and wealth management services. The firm's founder, Joseph Peralta, is a Certified Financial Planner with extensive industry experience. Mr. Peralta was listed in the Marquis Who's Who in America in 1998 and Marquis Who's Who in Finance and Industry in 1996.

Steven Lee

3 Pointe Drive, Brea, CA 92821

Certified Financial Planner (CFP)

Steven Lee is an independent financial advisor providing services to clients in Fullerton and nearby areas. He caters to individuals needing corporate retirement plan consulting, financial planning, portfolio management, and fixed-income services. He also offers estate, trust, and charitable giving to guide clients in securing their financial legacy. Lee is a partner at the Penn Lee company and has served as a vice president at M.L. Stern & Co. for more than 15 years.

The Blackmont Group

Parking lot 1440 North Harbor Boulevard, Fullerton, CA 92835

Estate Planning
Retirement Planning
Tax Planning

The Blackmont Group is a financial planning firm that serves clients in and around the Fullerton community. It offers a wide array of services, including estate planning, retirement planning, risk management, tax planning, and college planning. Its team assists clients in impact investing, investment management, and self-directed advisory strategies. The firm has been featured in various publications, including CBS News, Forbes, The Huffington Post, and USA Today. Steve Neustaedter, one of the firm's financial planners, brings more than two decades of industry experience.

Walker Wealth

623 North Harbor Boulevard, Fullerton, CA 92832

Retirement Planning

Based in Fullerton, Walker Wealth is an independent financial planning and wealth management firm that has been catering to individuals, families, and business owners since 1997. Its multi-step process allows the firm to implement a personalized and dynamic wealth management strategy for clients. Its comprehensive financial and investment plan evolves to fit the clients' changing needs through time. The firm also covers retirement plans. Craig Walker, the firm's president, has over 30 years of experience in financial services. He also holds CFP and CPFA designations.

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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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