Best Financial Advisors in Lake Forest

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lake Forest 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 25 17 7

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

Robyn Farber and Associates, Inc.

  • Estate And Trust Specialist

Robyn Farber and Associates, Inc., serves individuals, families, and retirees in the Lake Forest metro. It helps clients achieve financial security through its range of estate planning services. The company assists clients with their wills and trusts administration. Its financial advisors conduct consultations with estate planning attorneys to create plans tailored to investors' needs. In addition, they provide advanced health care directive and conservatorship solutions. Founder Robyn Farber is a member of the Professional Fiduciary Association of California.

22996 El Toro, Suite 102
Lake Forest, CA 92630