Best Financial Advisors in Laguna Niguel

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.