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Best Financial Advisors in Laguna Niguel

2024

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SmartAdvisor by SmartAsset

Laguna Niguel, CA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Laguna Niguel, CA

Why choose this provider?

Need help contacting a Financial Advisor in Laguna Niguel? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
30448 Rancho Viejo Road, Suite 110, San Juan Capistrano, CA 92675
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 1283441

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7
Facebook
5.0 / 5 (14)
Google
4.2 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
32322 South Coast Hwy, Laguna Beach, CA 92651
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
25301 Cabot Road, Suite 208, Laguna Hills, CA 92653
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
24901 Dana Point Harbor Dr., Ste. 200,, Dana Point, CA 92629
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
27201 Puerta Real, Suite 300, Mission Viejo, CA 92691
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Website
25201 Paseo de Alicia, #125, Laguna Hills, CA 92653
  • Private Wealth Advisor

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4299 MacArthur Blvd Suite 100, Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
27201 Puerta Real, Ste 465, Mission Viejo, CA 92691
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
520 Newport Center Dr #300, Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 145323

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.8
Facebook
4.8 / 5 (20)
Google
4.8 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
28202 Cabot Rd, Suite 445, Laguna Niguel, CA 92677
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 172669

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (11)
Yelp
5.0 / 5 (10)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
30872 Calle Barbosa, Laguna Niguel, CA 92677
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
1100 South Coast Hwy Suite 210A, Laguna Beach, CA 92651
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
24551 Del Prado, #930, Dana Point, CA 92629
  • Estate Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can low-income residents of Laguna Niguel get free financial advice?

    Yes, low-income residents of Laguna Niguel may receive free financial advice from the California chapters of the Financial Planning Association and different national partnerships. These organizations provide a variety of services to clients who seeking free financial planning guidance but cannot cover the costs required to hire a professional. Additionally, they offer tax preparation services and organize community-based forums for personal finance education.

  • What types of investment options are available to the residents of Laguna Niguel?

    Stocks, bonds, mutual funds, money market accounts, real estate or rental property, certificates of deposit, and savings accounts are just a few possible investment possibilities in Laguna Niguel. Investment decisions may be influenced by a client's financial goals, risk tolerance, time horizon, and available funds. Investors can select between safe investments with lower returns and riskier ones with higher returns.

  • Where can residents of Laguna Niguel put their savings?

    Residents in Laguna Niguel may divide their savings among a variety of uses, including investing, long-term care, education, and emergency reserves. Goals, requirements, income, and spending all factor into how personal finances are managed and allocated. To plan and manage their finances, people may reach out to financial consultants or advisors for assistance.

  • How can someone file a complaint against a financial advisor in Laguna Niguel?

    If someone has been scammed or victimized by financial professionals in Laguna Niguel, they can submit a complaint to the SEC or the California Department of Financial Protection and Innovation. The DFPI operates the Broker-Dealer and Investment Adviser Division, which is responsible for the regulation of investment advisers, investment adviser representatives, broker-dealers, and broker-dealer agents, in accordance with the Corporate Securities Law of 1968.

  • Can you negotiate the fees of investment advisors in Laguna Niguel?

    Yes, it is possible to negotiate the fees of a financial advisor in Laguna Niguel, but it can vary depending on the advisor or firm you choose to work with. Advisors willing to negotiate fees must disclose this information in their Form ADV, which allows them to register with the Securities and Exchange Commission and state securities authorities.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.