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Best Financial Advisors in Mission Viejo

2024

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Providers

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

Why choose this provider?

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.

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

Why choose this provider?

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.

Reputation:

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.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.4
Yelp
4.4 / 5 (18)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.7
Yelp
4.7 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What specific information will your advisor in Mission Viejo gather while creating your financial plan?

    Your Mission Viejo financial advisor will compile information on your earnings and expenses, life and disability insurance policies, estate plans, and 401(k) statements. They can obtain this information through meetings and discussions, particularly during your first interaction. These details will be used to develop a strategy specific to your needs and financial situation.

  • Besides securing your financial assets, what other risks or challenges can your Mission Viejo financial advisor help you with?

    Financial advisors in Mission Viejo are well aware of the risks associated with almost everything involving money. That is why they conduct an in-depth examination of your profile and apply measures to protect you from income tax and estate planning issues. Additionally, they work to protect your interests from identity theft and legal action.

  • What is involved in the discovery process for a financial plan in Mission Viejo?

    A financial plan begins with an introductory discussion between you and your Mission Viejo advisor to learn about your financial status. Following this, your advisor will create a financial roadmap to help you see your goals clearly before gathering information about your tax status, financial net worth, risk tolerance, and debt responsibilities. Using this information, your advisor will develop a personalized plan to assist you in achieving financial success.

  • Is there any way you can help your loved ones in Mission Viejo financially?

    Yes, there is always a way to help your loved ones in Mission Viejo financially. The best thing you can do is to plan ahead, such as opening college savings or 529 accounts, which can help with your child's education. You may also set up plans for gifting, caring for the elderly, and Roth IRAs for children.

  • What does the insurance planning service in Mission Viejo include?

    An insurance plan in Mission Viejo includes a variety of different offerings. This plan includes personal liability, health, homeowners, and disability insurance. Long-term care and life insurance are also included. A local financial advisor can assess your existing insurance policies to see if you're getting the most out of them.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.