Best Financial Advisors in Santa Ana

2022

Ametrine Financial & Insurance Services

Ametrine Financial & Insurance Services is a financial management firm based in Orange, CA. The company prioritizes client convenience, even including an app clients can use on the go. Financial planning services include retirement and estate planning, investment management, tax burden planning, and other money management strategies. The company offers assistance with alternative investment opportunities, including hedge funds, managed futures, and real estate. Founder, Amine Mabsout, has CRPS, AWMA, RFC, and LACP certifications. Every client receives customized advice to help them achieve current and future financial goals.

Aros Asset Management Inc

Aros Asset Management is a registered investment advisor located in Orange, CA. For more than 25 years, founder Shelly Aros and the Aros Asset Management Staff have provided investment solutions. The company specializes in comprehensive investment management, from IRA accounts to stocks and government securities. Clients also have access to financial planning solutions like retirement plans, estate plans, and college plans. In addition, the company offers insurance advice to help individuals select the ideal solution for their needs.

Barnett Financial Planning

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

Barnett Financial Planning provides services to clients in Santa Ana and the surrounding areas. It helps young adults, families, and retirees who want to maximize their wealth transfer, minimize inflation's effects on their finances, and preserve their personal wealth. It also offers taxation advice, investment analysis, business financial planning, and budgeting services. Its founder, David I. Barnett, incorporates his three decades of dental experience into the financial field by serving as a "financial doctor" who diagnoses his clients' financial status to establish treatment plans.

Check Capital Management Incorporated

• Certified Financial Planner (CFP)

Check Capital Management Incorporated is an investment advisory firm serving the Santa Ana metro. It supports clients in reaching their financial objectives by educating them on an investment strategy that entails buying and selling stocks from mature companies. In addition, it has adopted a stock-investing strategy that includes keeping money on hand to address clients' short-term requirements and holding stocks and their greater returns. Check Capital Management has been helping individuals and institutional investors in protecting their assets since 1987.

Crossroads Planning, LLC

Crossroads Planning is a California-based investment advisory firm. Tony Chan, CFP®, EA has more than ten years of experience in the financial planning and tax strategy industries. Crossroads specializes in tax management and comprehensive financial planning for a variety of clients. The company genuinely believes in the strength financial security has on individuals and families. Tony's educational background has given him the ability to work with clients of all different financial backgrounds to improve their chances of financial freedom in the future.

Financial Advisors Network, Inc.

• Certified Financial Planner (CFP)
• Tax Planning

Financial Advisors Network, Inc., is a wealth advisory company that serves clients in Santa Ana and its surrounding areas. It offers a broad range of wealth and financial management services, including financial and retirement planning, investment management, and tax planning. Rod Kamps, the firm's president, established the company in 1999 after serving as a senior financial consultant for the California Federal Bank. Financial Advisors Network also provides estate and insurance planning services to its clients. 

Financial Strategies - Wealth Management Group

Financial Strategies - Wealth Management Group is a Santa Ana investment advisory firm that provides services to business owners, professionals, and successful individuals. Services include college funding strategies, asset management plans, and retirement planning solutions. Additionally, the company handles various other aspects of finances, such as investment solutions. They offer assistance determining the necessary insurance plans to protect a person or business' assets. Financial Strategies has been helping clients grow their assets and reduce fees for over 30 years.

Heritage Planning Financial Group Inc.

• Insurance Products
• Retirement Planning

Heritage Planning Financial Group Inc. provides services to individuals and businesses in Santa Ana and the surrounding metros. The financial firm develops strategies and processes that are specific to the needs and objectives of its clients. It offers an array of services, including comprehensive financial planning, insurance, asset management, taxes, and property and business ownership. The founders, Paul Brown and Bruce Boyd, have a combined experience of more than 50 years in the financial services field.

Insight Financial Advisors

• Insurance Products
• Certified Financial Planner (CFP)

Serving the Santa Ana area, Insight Financial Advisors specializes in helping executives, business owners, and individual investors reach their financial goals. It provides a personalized financial plan to each of its clients, which takes into account their goals, specific concerns, and risk tolerance. The company also offers assistance to matters on 401(k) plans and life insurance products. John Calmes, an investment advisor with Insight Financial Advisors, joined the company in 2000 and is a Certified Financial Planner.

Intentional Wealth Management

• Estate Planning
• Retirement Planning
• Tax Planning
• Business Formation

Intentional Wealth Management provides financial advisory services to clients in Santa Ana and the surrounding areas. It specializes in helping business owners and young professionals who are seeking advice to manage their finances during life transitions, such as marriage, buying homes, and paying loans. It also focuses on offering tax strategies, business planning, employer-sponsored benefits, investment management, and fiduciary services. The company was founded by Bradley Shammas, a graduate of business and economics degree with over 10 years of financial planning experience.

JBG Wealth Management

• Estate Planning

JBG Wealth Management is a full-service financial consulting firm. It serves individuals and small business owners in Santa Ana and the surrounding metros. It helps clients identify and achieve their financial goals and provides them with a diverse range of high-quality, non-proprietary investment options. The firm offers a variety of services, including managed asset plans, estate planning, long-term health care, college planning, and insurance planning. The company owner, Jack Biedebach, is an independent LPL financial advisor.

Modern Wealth Advisors

• Certified Financial Planner (CFP)

Established in 2010, Modern Wealth Advisors serves clients in Santa Ana and its surrounding areas. Founder Christine Tang has over 15 years of experience in the financial services industry. She and her team offer insurance, asset management, financial, and retirement planning. They also offer risk management, estate, tax, and small business planning. Christine has also received her bachelor’s degree from the University of Southern California, where she majored in Finance and minored in Sociology.

Ober Financial

• Certified Financial Planner (CFP)

Ober Financial is a financial advisory and wealth management firm serving Santa Ana and the surrounding areas. It helps families achieve financial success by combining savings and investment into one overall plan. The team consists of CPA and EA professionals who assist clients in maximizing savings by preparing tax returns and analyzing their tax situations. Caren Ober, the firm's founder, is a CPA who has been providing financial solutions to clients for over 30 years.

Orange Capital Management

• Retirement Planning
• Certified Financial Planner (CFP)

Orange Capital Management provides financial planning services to Santa Ana and the surrounding areas. It offers retirement income planning services to help individuals protect their savings, maintain their lifestyle, and secure their retirement funds. It also helps in designing plans and strategies that are suitable for clients' financial goals and needs. Orange Capital Management is an independent firm that was co-founded in 1990 by Gaston G. Escudero, a Certified Wealth Strategist and a board member of the First Financial Planners, Inc.

Pacific Investment Research

• Certified Financial Planner (CFP)

Pacific Investment Research is a financial advisory and wealth management firm serving clients in Santa Ana and the neighboring communities. The firm specializes in assisting couples and individuals over the age of 54 with retirement planning, investment management, and retirement income planning. It also provides tax preparation, estate planning, and insurance planning services to its clients. With over 25 years of expertise, founder Richard Schultz serves as a CFA professional and a member of The National Association of Personal Financial Advisors.

Pinnacle Group Financial Services

• Estate Planning
• Insurance Products

Pinnacle Group Financial Services caters to clients in Santa Ana and the surrounding areas. It offers several financial strategies to help individuals with their goals. These strategies include traditional IRA, profit sharing, brokerage solutions, medicare supplements, and college savings plans. It also develops estate and legal strategies by providing term, whole, single premium, and universal life insurance services. One of its financial consultants, Ronald J. Burkard, has more than 20 years of experience in the industry.

Pinnacle Strategies Insurance and Financial Services

• Estate Planning

Pinnacle Strategies Insurance and Financial Services is an independent company that has been serving individuals and business owners in Santa Ana since 2005. It offers customized services to clients looking to prepare for retirement. It also educates them on the different kinds of insurance policies and investment principles and strategies. One of the company's advisors, Blake Rose, is a Certified Financial Planner who has been active in the industry for more than two decades.

Secura Financial Planning & Wealth Management

• Estate Planning
• Insurance Products
• Retirement Planning
• Certified Financial Planner (CFP)

Secura Financial Planning & Wealth Management provides services for clients in Santa Ana and its neighboring areas. The firm assists clients in the management of various facets of their finances, including their investments, insurance policies, retirement plans, and college plans. It also offers portfolio management, estate planning, tax planning, and cash flow management services. Harry M. Barth, managing partner, has been in the financial services industry for over four decades. Barth also co-authored a book about financial planning for high-income clients.

Warren Street

• Certified Financial Planner (CFP)

Warren Street is a registered investment advisory firm that assists in improving the financial future of Santa Ana clients. The firm utilizes modern investment portfolio theory and advanced financial planning strategies to improve upon its clients’ financial plans. Its system also allows clients to connect their financial plan with their mortgage, IRA, and 401(k) accounts. Client portfolios are personalized according to their current situation and financial objectives. Warren Street also has a smartphone application, Warren Street App, that assists clients in monitoring their investments.

Wells Fargo

• Retirement Planning
• Certified Financial Planner (CFP)

Wells Fargo helps clients in Santa Ana with their financial goals. It provides retirement planning services to help individuals maintain their lifestyles and protect their wealth. It also guides clients in managing their investments, college funds, savings, and company stocks. In addition, Wells Fargo caters to business owners wanting to create employee benefit plans and apply for life insurance products. Its managing principal, Jon M. Leedom, has been in the financial planning industry for more than 20 years.