Laurels

Best Financial Advisors in Irvine
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Irvine 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 83 64 36

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

AW Wealth Advisory

AW Wealth Advisory is an Irvine-based wealth management firm run by certified wealth strategist Alex Wahba. The company helps clients create and grow their assets, protect their wealth, distribute wealth throughout their lifetimes, and distribute wealth after death. It offers retirement planning, wealth management, and investments services, as well as online resources and tools to educate its clients on financial matters.

Irvine, CA 92618

Website

Certus Wealth Advisors

  • Certified Financial Planner (CFP)

Certus Wealth Advisors is a financial services firm operating in Irvine. It offers a wide range of services to individuals and businesses including business succession planning, retirement plan consulting, portfolio management, and insurance planning. Its team helps clients in implementing their plans and monitoring the solutions provided to pursue their financial goals. The firm's president, Sean O'Keefe, is a Certified Financial Planner with over 29 years of experience as a pension consultant and wealth advisor.

2 Park Plaza
Irvine, CA 92614

Website

KS Financial Advisors

KS Financial Advisors uses a team-focused approach to give clients access to insurance agents, accountants, and financial planners. Its team leverages more than five decades of combined experience to help individuals and businesses create a plan to achieve their financial goals. Irvine clients receive a full analysis of their current assets and needs, a review of their tax return, tax planning strategies, long-term financial planning solutions, and investment management services.

Irvine, CA 92618

Website

MACM

Established in 1991, Mitchell Anthony Capital Management is a financial investment advisor serving clients through its office in Irvine. The firm offers financial planning and investment management services. These include life insurance, will and trust administration, long-term care insurance, and asset allocation. MACM has in-house researchers to obtain the data it needs to make financial decisions. Moreover, its team of financial advisors has a combined experience of 75 years in helping clients reach their goals.

9259 Research Drive
Irvine, CA 92618

Website Instagram

Retegy LLC

Retegy LLC focuses on helping pre-retirees smooth the retirement transition. The Irvine-based firm provides long-term and short-term financial planning services, creates customized retirement strategies, and handles investment management for clients. Founder Vladimir Kouznetsov is a certified financial planner who is also a member of the Ed Slott Master Elite IRA Advisor Group.

Irvine, CA 92618

Website

WorthPointe

  • Certified Financial Planner (CFP)

WorthPointe is a wealth advisory firm that serves clients in Irvine. It provides personalized financial planning services to individuals, families, and businesses. The firm allows clients to have their own financial dashboards online where they can monitor their documents, investments, insurance policies, credit cards, and retirement accounts in one place. Its founder and CEO, Christopher Van Slyke, has been in the wealth management industry since 1992. WorthPointe supports various charities such as the Center for Child Protection and Kinder4Rescue.

895 Dove Street
Newport Beach, CA 92660

Website Instagram

Wrong city? Here are some nearby places: