Laurels

Best Financial Advisors in Santa Ana
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Ana 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 102 71 25

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

Ann Poloko, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

Ann Poloko is a Certified Financial Planner who serves clients in Santa Ana and the surrounding areas. Her financial advisory firm provides clients with resources and solutions regarding tax planning, retirement and estate planning, money management, and investment advice. She provides financial plans to help clients—from those who owe debts to those looking to invest—secure their long-term goals. Ann is a member of the Legislative Action Committee, which advocates for small businesses, and she also supports organizations that address childhood illnesses.

1432 Edinger Avenue
Tustin, CA 92780

Website

Arenite Advisory

Arenite Advisory is a group of financial advisors who provide California clients with wealth management solutions, retirement plans, education funding plans, legacy planning strategies, and wealth protection guidance. Based in Tustin, the company is run by Principal Founder Daniel Sands, a certified financial planner with more than 22 years of experience in the financial services industry. They aid individuals and families in preparing for the future in order to build a solid foundation. They're able to assist with IRA and 401Ks.

Tustin, CA 92780

Website

Daniel Roberts MSFS

Daniel Roberts MSFS is a financial advisor who's been practicing in the Santa Ana area since 2014. Daniel Roberts has more than 40 years of experience in the financial services industry, including 15 advanced certifications and eight financial licenses. Clients receive financial advisory services like retirement and education planning, insurance planning, disability income management, long-term business planning, and other plans for the future. Mr. Roberts received several awards for his services. In 2016, he earned a nomination for one of InvestmentNews' 40Under40.

Santa Ana, CA 92705

Website

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.

155 North Riverview Drive
Anaheim, CA 92808

Website

Martin Shapiro

  • Estate Planning
  • Insurance Products

Martin Shapiro is a financial advisor who works with educators, business owners, and professionals in Santa Ana and the surrounding areas. His firm, Martin Shapiro Financial Services, has been providing retirement planning for over 36 years. Shapiro and his team help clients with estate planning, tax planning, financial planning, and business succession planning. Shapiro has over three decades of experience and earned his Certified Financial Planner designation in 1992. He also obtained professional designations as a Chartered Life Underwriter and Chartered Financial Consultant.

500 North State College Boulevard
Orange, CA 92868

Website

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.

3200 Park Center Drive
Costa Mesa, CA 92626

Website

Nurture Financial Planning

Nurture Financial Planning is a financial advisory firm created specifically for physicians. The company takes a holistic approach to wealth management and retirement planning for health professionals. Typical services include holistic financial planning, with a specific focus adapting to each client's circumstances. Plans may include student loan repayments, asset protection, investment planning, contract review, and estate planning. Nurture's founder, Brandon Rivera, has been serving the Orange community since he received his first license at age 18. The company focuses on the goals of clients as opposed to taking a cookie-cutter approach.

Orange, CA 92868

Website

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.

2224 East Santa Clara Avenue
Santa Ana, CA 92705

Website

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.

2224 East Santa Clara Avenue
Santa Ana, CA 92705

Website

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