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Best Financial Advisors in Mission Viejo

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100 Pacifica Suite 400, Irvine, CA 92618
Irvine, CA 92618
  • Certified Financial Planner (CFP)

Applied Financial Planning caters to individuals, families, and businesses around Mission Viejo. From financial, retirement, and tax planning to investment management, its advisors help clients evaluate their income, assets, and expenditures. They assist in establishing a customized plan that can secure goals while falling within a client’s budget. One of the company’s principals and wealth advisors, William C. O’Connor, is a Certified Financial Planner. He is also licensed by the U.S. Treasury in representing clients before the IRS.

100 Pacifica Suite 400, Irvine, CA 92618
Irvine, CA 92618

Website(714) 929-7420

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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:

4.4 / 5 ( Best)

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: A+

25201 Paseo de Alicia, #125, Laguna Hills, CA 92653
Laguna Hills, CA 92653
  • Certified Financial Planner (CFP)

For over two decades, Emerald Blue Advisors has been providing a broad range of wealth advisory strategies to individuals and families in Mission Viejo and neighboring areas. Its wealth advisors provide financial planning services that emphasize distribution and tax consequences. They also advise on investment management, retirement income planning, and social security maximization. Founder Rola Hajeb is a recipient of multiple awards, including the American Express 1998 Mercury Award and the Award of Excellence from the Woman’s Mentoring Agent Network six times.

25201 Paseo de Alicia, #125, Laguna Hills, CA 92653
Laguna Hills, CA 92653

Website(949) 916-0070

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+

26041 Acero, Mission Viejo, CA 92691
Mission Viejo, CA 92691
  • Certified Financial Planner (CFP)
  • Financial Planning

Financial Management Network, Inc., is an independent financial advisory firm serving Mission Viejo clients since 1991. Its services include corporate benefits, insurance, financial planning, and retirement planning. The company incorporates a five-step process in its investment management services to protect customers' financial security, from gathering financial information to analyzing factors that would affect their interests. Founder and president Matthew Merwin is a member of the National Association of Life Underwriters and the Financial Planners Association.

26041 Acero, Mission Viejo, CA 92691
Mission Viejo, CA 92691

Website(949) 455-0300

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: --

23201 Lake Center Drive Suite 215, Lake Forest, CA 92630
Lake Forest, CA 92630
  • Retirement Planning
  • Financial Planning

O'Neill Financial Management serves high-net-worth individuals, families, and businesses in the Mission Viejo metro and the surrounding areas. It offers customized financial solutions and considers the major aspects of the client's financial life, including their specific goals, income, liquidity needs, and ability and willingness to take risks. One of the company's financial advisors, Yvonne O'Neill, is on the Wooden Floor Board of Directors, a non-profit organization that empowers low-income youth from diverse backgrounds.

23201 Lake Center Drive Suite 215, Lake Forest, CA 92630
Lake Forest, CA 92630

Website(949) 582-1577

Show Number
95 Argonaut, Suite 105, Aliso Viejo, CA 92656
Aliso Viejo, CA 92656
  • Certified Financial Planner (CFP)

Pacific Sun Financial Corp provides a range of financial services for clients based in Mission Viejo. The independent advisory firm offers investment solutions for companies, individuals, trusts, and charities. They employ individual stocks, exchange-traded funds, certificates of deposit, real estate investment trusts, initial public offerings, and structured settlements for accredited investors. In addition, they deliver general information on how to minimize taxes on income, capital gains, and estate taxes. President Mitchell J. Fisher has been in the financial service industry for almost 40 years.

95 Argonaut, Suite 105, Aliso Viejo, CA 92656
Aliso Viejo, CA 92656

Website(949) 716-8646

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:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

20 (Better)

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+

30448 Rancho Viejo Rd. Suite 180, San Juan Capistrano, CA 92675
San Juan Capistrano, CA 92675
  • Financial Planning

Schiel Wealth Management is a San Juan Capistrano-based company that caters to clients across Mission Viejo. It helps individuals plan for various aspects involving personal finance, like retirement. The company also educates clients on issues related to estate planning, including wealth transfers. It uses a restrained tactical investment philosophy in portfolio management to help individuals obtain returns in a volatile market. Its namesake, Chad Schiel, once worked as a financial advisor for the firm Edward Jones. He is a U.S. Marine Corps veteran.

30448 Rancho Viejo Rd. Suite 180, San Juan Capistrano, CA 92675
San Juan Capistrano, CA 92675

Website(949) 388-4455

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:

2 (Better)

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+

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

Strivent Financial is a fiduciary firm that offers comprehensive advisory services throughout Orange County, including Mission Viejo. It specializes in providing retirement planning assistance to baby boomer and Gen X clients and handles cash flow management, estate planning, tax planning, charitable giving, and risk management. Additionally, the company collaborates with the client's accountants and attorneys to customize planning strategies. Founder Kevin Henss is a Certified Financial Planner and a Certified Divorce Financial Analyst who has been in the industry for over a decade.

27201 Puerta Real Suite 300, Mission Viejo, CA 92691
Mission Viejo, CA 92691

Website(800) 893-6783

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+

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

Walker Financial Advisors, Inc., provides services to clients in the Mission Viejo area. It specializes in offering financial planning and wealth management services to assist individuals in meeting their educational, tax, and retirement funding goals. It also designs tax-efficient portfolios for clients who wish to manage their investments. The company has been resolving the financial management matters of clients since 1986. Its founder, Scott Walker, has been in the field since his teenage years. He is a registered investment advisor and Certified Financial Planner.

27201 Puerta Real, Ste 465, Mission Viejo, CA 92691
Mission Viejo, CA 92691

Website(949) 367-1961

Show Number

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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