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Best Financial Advisors in Huntington Beach

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Calton & Associates, Inc. logo

Calton & Associates, Inc.

15061 Springdale Street, Huntington Beach, CA 92649
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  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Preparation

Calton & Associates, Inc., is a financial advisory agency that caters to individuals and businesses in Huntington Beach. Its management team brings more than 100 years of combined experience in the financial services industry. It offers a wide array of services, such as estate conservation, investment and tax management, and retirement strategies. The firm also provides annuity and insurance products. Paul Lieu, a financial advisor, started working with Calton & Associates in 2014. His employment history includes working in banks as a financial consultant.

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Gregory Advisors Inc. logo

Gregory Advisors Inc.

7755 Center Avenue, Huntington Beach, CA 92647
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  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Gregory Advisors, Inc., is a wealth management firm that serves Huntington Beach and the neighboring communities. It serves a diverse client base, from individuals, couples, and families to women, widows, and widowers. It helps clients in assessing their financial situations before and after their retirement and provides financial advice to help lower their income taxes. Kate Gregory, owner and president of the firm, joined the business in 2000 and took over the company in 2017.

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Inspired Financial logo

Inspired Financial

5011 Argosy Avenue, Huntington Beach, CA 92649
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  • Certified Financial Planner (CFP)

Since 2003, Inspired Financial has been empowering Huntington Beach women and families to become comfortable with their financial lives. The firm supports clients facing life-changing events through its holistic financial approach. Its wealth management services include financial planning and investment management. The firm also builds plans that reflect clients' financial situations and preferences. Its investment management services involve the use of strategies only offered by the Dimensional Fund Advisors. Inspired Financial comprises financial planners, client service associates, and a tax strategy specialist.

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Spahr Financial Group, LLC logo

Spahr Financial Group, LLC

18682 Beach Boulevard, Huntington Beach, CA 92648
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  • Certified Financial Planner (CFP)
  • Tax Preparation

Spahr Financial Group LLC offers unbiased solutions to the financial planning and wealth management needs of clients throughout Huntington Beach. Founder and principal partner Brian Spahr is a Registered Investment Advisor and Certified Financial Planner. He is also a member of the FINRA Dispute Resolution Board of Arbitrators. Partners with Voya Financial Firm, AIG, and PIMCO, the firm provides advice for the client's specific financial situation. The advisors can also integrate the client's family values into the asset management plans.

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Stewardship Wealth Management Solutions logo

Stewardship Wealth Management Solutions

101 Main Street, Huntington Beach, CA 92648
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  • Retirement Planning

Stewardship Wealth Management Solutions assists Huntington Beach clients in reaching their financial goals by providing financial pieces of advice. The firm builds a financial plan that befits the client’s financial picture. It includes strategies for retirement savings, estate and multigenerational planning, and tax planning. Additionally, it offers cash management and annuity investment solutions. Progress meetings to discuss financial goals and processes are also available. The firm’s private wealth advisor, Boulos Michael, is a Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.

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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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