Laurels

Best Financial Advisors in Menifee
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Menifee 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 34 26 15

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

Karl Schorr Wealth Management, LLC

  • Finance Planning

Karl Schorr Wealth Management LLC is an independent financial planning firm serving Menifee and the nearby areas. It partners with professionals like accountants and attorneys to provide clients with an array of comprehensive financial planning services, ranging from tax planning and investment management to estate planning. The firm maintains regular communication with clients to provide them with financial advice concerning their changing circumstances and financial goals. Founder Karl Schorr has over five years of industry experience and has limited working proficiency in German.

27186 Newport Road, Ste. 2
Menifee, CA 92584

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Leeward Wealth Management

  • Certified Financial Planner (CFP)

Leeward Wealth Management serves individuals and families in Menifee. Its financial professionals help clients develop financial plans for milestones like college education and retirement, assisting them in utilizing available assets like 529 savings plans and Social Security benefits to meet their financial goals. The company also offers accounting and tax planning services that help clients reduce their tax obligations. Senior wealth advisor Karen Vaught holds the Accredited Asset Management Specialist designation from the College of Financial Planning.

25185 Madison Ave, Suite A
Murrieta, CA 92562

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Ross & Mary Hunt, Inc.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Ross & Mary Hunt, Inc., is an independent fiduciary-based financial services firm that has been serving Menifee and the surrounding areas for more than two decades. It caters to a wide range of clientele, including widowers, divorcees, medical professionals, business owners, heirs, and lottery winners. The company provides a variety of services, such as retirement planning, tax and estate planning, insurance planning, and risk management. It handles RMDs, Roth IRAs, and 401k plans. Co-founder Ross Hunt is a Certified Financial Planner.

29970 Technology Drive, Suite 120
Murrieta, CA 92563

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