Laurels

Best Financial Advisors in Laguna Niguel
2022

Burns Investment Group

Burns Investment Group

  • Certified Financial Planner (CFP)

Burns Investment Group is an affiliate of Stifel that offers a broad range of financial advisory solutions to clients throughout Laguna Niguel. This wealth management firm supports individuals and businesses in accumulating, conserving, and transferring wealth to help them reach their short-term and long-term financial goals. This includes helping clients plan for retirement, education funding, investments, wills and trusts, and insurance. Branch manager and vice president Robert W. Burns is a Certified Financial Planner who has been in the industry for more than three decades.

30448 Rancho Viejo Road, Suite 110
San Juan Capistrano, CA 92675

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capital Financial

Capital Financial

  • Certified Financial Planner (CFP)

Capital Financial serves clients in the Laguna Niguel metro and the nearby communities. It caters to clients by providing numerous financial services, such as debt and risk management, as well as estate, tax, and investment planning. When devising plans, it considers its clients' family dynamics and values to be aligned with their particular goals. Additionally, it customizes strategies that reduce tax liability. Its president, Jeff Fisher, specializes in wealth management and financial planning. Additionally, Its wealth manager, Cindy Bai, also assists Mandarin-speaking clients.

31461 Rancho Viejo Rd #104
San Juan Capistrano, CA 92675

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Dorman Skorheim Wealth Management, LLC

Dorman Skorheim Wealth Management, LLC

  • Certified Financial Planner (CFP)

Dorman Skorheim Wealth Management, LLC, is a registered investment advisory firm serving individuals and businesses in Laguna Niguel and nearby areas. It helps customers reach their financial goals by providing various services, including investment management, financial, and retirement planning. Partner James M. Skorheim has been in the practice for 28 years and holds the CPA, CGMA, and CVA designations. He has worked with clients in the retail, real estate, healthcare, distribution, and manufacturing industries.

25301 Cabot Road, Suite 208
Laguna Hills, CA 92653

Website

Website
Emerald Blue Advisors

Emerald Blue Advisors

  • Private Wealth Advisor

Emerald Blue Advisors serves the Laguna Niguel area. Its advisors build customized plans to help individuals and families grow, preserve, and protect their wealth. They also manage portfolios consisting of ETFs, individual securities, mutual funds, and UITs and advise on tax-efficient strategies to minimize financial risks. The firm’s other services include legacy and retirement income planning, risk management, and Social Security maximization. Its managing director, Rola Hajeb, has been in the financial services industry since 1997.

25201 Paseo de Alicia, #125
Laguna Hills, CA 92653

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fiscalis Advisory, Inc.

Fiscalis Advisory, Inc.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Fiscalis Advisory, Inc., offers financial advice to clients living in Laguna Niguel. It formulates wealth management plans based on a client's personal goals and cash flow. The firm works towards the reduction of internal revenue dues and the growth of pension funds. Its schemes extend to inheritance matters and the streamlining of asset transfers upon death. Fiscalis Advisory is run by William Cuthbertson. His firm is associated with the National Association of Personal Financial Advisors.

27201 Puerta Real, Suite 300
Mission Viejo, CA 92691

Website

Website
KNR Wealth Management

KNR Wealth Management

  • Private Wealth Advisor
  • Retirement Planning

KNR Consulting Group and Wealth Management Inc. provides financial solutions to individuals and businesses in Laguna Niguel and the surrounding areas. The firm determines which retirement account assets are available and how they should be invested, as well as an investment mix that is consistent with the client's objectives and risk tolerance. It also employs tax planning strategies to maximize the client's savings and increase their wealth, as well as determine an efficient method for transferring wealth to the client's beneficiaries.

28202 Cabot Rd, Suite 445
Laguna Niguel, CA 92677

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Laguna Wealth Advisors, LLC

Laguna Wealth Advisors, LLC

  • Estate Planning

Laguna Wealth Advisors, LLC, serves clients in Laguna Niguel. For over 20 years, it has been creating personalized financial plans to help individuals, families, and business owners build, grow, and preserve their wealth. Its process involves assessing clients’ assets, income and estate taxes, insurance contracts, retirement benefit programs, and trust agreements; managing risk-managed investment portfolios; and regularly reviewing plans to monitor progress. The firm’s financial planner, John LaBriola, received the Five Star Wealth Manager award from the Orange Coast magazine.

24551 Del Prado, #930
Dana Point, CA 92629

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Mandichak Investment Retirement & Estate Planning

Mandichak Investment Retirement & Estate Planning

  • Certified Financial Planner (CFP)

Mandichak Investment Retirement & Estate Planning serves Laguna Niguel residents who need financial planning solutions. The firm advises clients on how to maximize the growth of assets in preparation for retirement and inheritance by successors and legatees. It also formulates tax plans to maximize the protection of funds against government-mandated contributions. Planner Joseph Manichak has spent 20 years in the wealth management industry. He holds a CFP certification and chairs the finance committee of the Saddleback Kiwanis.

30131 Town Center Drive Suite 100
Laguna Niguel, CA 92677

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Noble Wealth Management

Noble Wealth Management

  • Certified Financial Planner (CFP)

Noble Wealth Management is a firm that serves Laguna Niguel. It offers hands-on planning services to help people manage every aspect of their financial lives. Its four-phase process involves identifying its clients’ specific needs, developing long-term investment strategies, implementing plans, and monitoring accounts regularly to track their progress and make adjustments as necessary. It also assists clients in the areas of debt and risk management, as well as estate and tax planning. The firm’s founder, Alan Schryer, is a CPA.

4299 MacArthur Blvd Suite 100
Newport Beach, CA 92660

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Oak Street Advisory Group

Oak Street Advisory Group

  • Certified Financial Planner (CFP)

Oak Street Advisory Group is a fiduciary financial consulting firm serving clients in Laguna Niguel and the surrounding areas. The company guides people in building financial plans that cover taxes, retirement income, insurance coverage, educational funds, and estate planning. Its team also manages investment portfolios, focusing on diversification, asset allocation, and tax efficiency. The firm is owned and led by Meghan Coolbaugh, a Certified Financial Planner. She is currently the board chair of the Financial Planning Association of Orange County.

1100 South Coast Hwy Suite 210A
Laguna Beach, CA 92651

Website

Website
Optivest Wealth Management

Optivest Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)

Optivest Wealth Management serves individuals and families throughout Laguna Niguel and the neighboring areas. The firm offers a full range of financial planning and wealth management services to enable clients to continue their legacies for generations to come. It offers open-architecture wealth management services, legacy financial planning, and real estate and alternative investment opportunities for multi-family, hospitality, self-storage, and specialized properties. The firm also maintains online and mobile access points where clients can view account information and process account updates on the go.

24901 Dana Point Harbor Dr., Ste. 200,
Dana Point, CA 92629

Website

Website
Prescott Tax and Wealth Management

Prescott Tax and Wealth Management

  • Certified Financial Planner (CFP)

For over 30 years, Prescott Tax and Wealth Management has been helping Laguna Niguel residents resolve their financial issues. The company creates financial plans that reflect its clients’ preferences. It provides a variety of portfolio management styles, ranging from conservative to aggressive growth, and its team uses industry-standard technology, the Risk Number, to determine their risk tolerance. In addition, it helps individuals plan for their retirement by implementing a disciplined savings program. Peter Prescott, one of the firm’s professionals, is a CPA, PFS, PFP, and AIF holder.

30950 Rancho Viejo Road, Suite 100
San Juan Capistrano, CA 92675

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Progressive Strategies Financial Group

Progressive Strategies Financial Group

  • Certified Financial Planner (CFP)

Progressive Strategies Financial Group is a wealth management firm serving clients in Laguna Niguel. It offers financial advisory services to help individuals, families, and business owners achieve their objectives and goals. Founder Tori Patrick is an independent financial advisor who manages risks using asset allocation and diversification strategies based on market dynamics and changes in clients' needs. She combines her interest in analytics with her real estate and insurance background to help clients select non-proprietary products and services.

27281 Las Ramblas Suite 138
Mission Viejo, CA 92691

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Simpson Capital Management

Simpson Capital Management

  • Certified Financial Planner (CFP)

Simpson Capital Management has been serving clients in Laguna Niguel and nearby areas since 1999. It offers a wide range of services, from portfolio management to investment research. It designs portfolios depending on the client's objectives in terms of return factors, and it is also in charge of allocating investments to balance risks. The firm is led by David Simpson, an investment advisor who also taught at UCLA's Anderson School of Management for seven years.

30872 Calle Barbosa
Laguna Niguel, CA 92677

Website

Website
The Bahnsen Group

The Bahnsen Group

  • Certified Financial Planner (CFP)

The Bahnsen Group is a wealth management firm that has been serving residents of Laguna Niguel and neighboring areas since 2015. Its team of financial advisors guides clients in developing customized financial, tax, and estate plans, as well as investment strategies and risk management solutions. They hold various professional designations, including Certified Financial Planner and Accredited Investment Fiduciary. Founder David L. Bahnsen has been named as one of the top financial advisors in America by Barron’s, Forbes, and the Financial Times from 2016 to 2021.

520 Newport Center Dr #300
Newport Beach, CA 92660

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

The Zandbergen Group

The Zandbergen Group

  • Certified Financial Planner (CFP)

The Zandbergen Group offers financial solutions to individuals and families in Laguna Niguel. It provides various wealth management services, including helping clients organize their goals relating to family, cash flow, real estate, investments, and retirement. The company assists customers in identifying and analyzing risk factors and determining what type of insurance coverage is needed to mitigate those risks. Bart Zandbergen, the founder and CEO of The Zanbergen Group, is a Certified Divorce Financial Analyst and a Certified Financial Planner.

32322 South Coast Hwy
Laguna Beach, CA 92651

WebsiteInstagram

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Walker Financial Advisors, Inc.

Walker Financial Advisors, Inc.

  • Certified Financial Planner (CFP)

Walker Financial Advisors, Inc., is a boutique firm that assists individuals throughout Laguna Niguel and the nearby areas in building and preserving their wealth. It primarily designs and manages investment portfolios for entrepreneurs, professionals, affluent retirees, and managers and company heads, offering objective advice regarding investment management; education funding; retirement, tax, and estate planning; and risk management. The firm is led by Scott Walker and Warren Isenberg, CFPs who have worked side-by-side since 1998 and who currently manage assets worth $145,000,000.

27201 Puerta Real, Ste 465
Mission Viejo, CA 92691

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wrong city? Here are some nearby places: