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Best Financial Advisors in Lake Forest

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Lake Forest, CALake Forest, CA

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.

Lake Forest, CALake Forest, CA

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: --

22954 El Toro Rd., Lake Forest, CA 92630
Lake Forest, CA 92630

Dale A. Wood, CFP, is a registered representative of Royal Alliance Associates, Inc., serving the Lake Forest area. She has been selling securities and insurance since 1984. Dale offers wealth management advice in the form of building a comprehensive investment strategy based on financial research. Her additional services include risk management, retirement, estate, and tax planning. She earned her certification as a Certified Financial Planner in 1994. Her goal is to help customers develop an investing strategy that would help them reach their objectives.

22954 El Toro Rd., Lake Forest, CA 92630
Lake Forest, CA 92630

Website(949) 837-6700

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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:

10 (Better)

Score Consistency:

Consistent (Best)

23201 Lake Center Dr. Suite 215, Lake Forest, CA 92630
Lake Forest, CA 92630
  • Tax Preparation
  • Tax Planning

O'Neill Financial Management offers comprehensive financial planning solutions to clients in and around Lake Forest. Its financial advisors assist in planning and preparing for short-term or long-term financial goals, working with a team of professionals such as CPAs and estate attorneys to help clients achieve success in all areas of their financial lives. Services include education funding, tax planning and tax efficiency review, retirement planning, charitable giving, and estate planning. O'Neill Financial Management has been in the business since 1998.

23201 Lake Center Dr. Suite 215, Lake Forest, CA 92630
Lake Forest, CA 92630

Website(949) 582-1577

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23201 Mill Creek Drive, Suite 110, Laguna Hills, CA 92653
Laguna Hills, CA 92653
  • Estate Planning

Olivieri & Rowlands Partners is a financial services company that caters to clients in Lake Forest. It develops financial strategies to help individuals reach various goals, involving areas like retirement and insurance. The company also coordinates with legal and tax advisors to help clients with estate planning. It advises business owners on issues related to employee benefits packages and funding partnership agreements. Its owner and president, David Olivieri, has spent over 40 years in the financial services industry.

23201 Mill Creek Drive, Suite 110, Laguna Hills, CA 92653
Laguna Hills, CA 92653

Website(949) 581-2889

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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+

9870 Research Drive, Irvine, CA 92618
Irvine, CA 92618
  • Certified Financial Planner (CFP)
  • Retirement Planning

Pacifica Wealth is a financial planning and advisory firm that offers its services to individuals in Lake Forest. The company employs independent advisors who walk clients through the processes of managing wealth, such as inheritance planning, retirement planning, and lawsuit planning. They also help clients interested in investing in stocks and cryptocurrency understand the options most suitable for their needs and preferences. Pacifica Wealth counts more than 25 years in the industries of financial planning and investing.

9870 Research Drive, Irvine, CA 92618
Irvine, CA 92618

Website(949) 305-0500

Show Number

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:

3.9 / 5 ( Good)

Total Reviews:

7 (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: --

9890 Research Dr. Suite 200, Irvine, CA 92618
Irvine, CA 92618
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Precision Wealth Financial & Insurance Services Inc. is an advisory and planning company serving clients in Lake Forest. As part of the planning process, the firm's advisors outline the clients' goals and objectives. These enable them to develop a plan, which incorporates proper structuring, diversification, tax planning strategies, risk tolerance, and asset allocation. Dennis J. Cunningham II, one of the firm's wealth management directors, has been training both his clients and other financial and insurance professionals for over two decades. Cunningham holds CHFC, CLU, and AIF designations.

9890 Research Dr. Suite 200, Irvine, CA 92618
Irvine, CA 92618

Website(949) 208-9670

Show Number

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+

9481 Irvine Center Dr, Irvine, CA 92618
Irvine, CA 92618
  • Certified Financial Planner (CFP)

Provence Wealth Management Group is a firm serving Lake Forest. It guides individuals and families in coordinating their financial lives through complexities by providing counseling across different factors. These include investing, life transitions, retirement planning, and benefits and compensation. For employers, its team of professionals assists with retirement plan consulting and investment management. One of the firm's founding partners, Mike S. Sheets, is a Certified Financial Planner and a Chartered Retirement Planning Counselor who supports children's care organizations.

9481 Irvine Center Dr, Irvine, CA 92618
Irvine, CA 92618

Website(949) 222-6400

Show Number

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+

9070 Irvine Center Drive Suite 230, Irvine, CA 92618
Irvine, CA 92618
  • Retirement Planning
  • Tax Planning

WealthWise Financial Services is a female-owned business serving Lake Forest and the surrounding areas. The firm provides guidance on income tax strategies, charitable giving, Social Security analysis, and goals-based retirement planning. It also helps clients protect their families through life insurance analysis, disability income, long-term care, and wealth replacement. Founder and CEO Loreen Gilbert has over 25 years of experience creating comprehensive wealth strategies. She has been recognized by Forbes as one of the Top Women Wealth Advisors in 2021.

9070 Irvine Center Drive Suite 230, Irvine, CA 92618
Irvine, CA 92618

Website(949) 748-1177

Show Number

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:

2 (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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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