Best Financial Advisors in Huntington Beach

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.

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.

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.

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.