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Best Financial Advisors in Tustin

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Tustin, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0

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
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Price: Free Consultation

Tustin, CA

Why choose this provider?

Need help contacting a Financial Advisor in Tustin? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
600 North Tustin Avenue Suite 120, Santa Ana, CA 92705
  • Certified Financial Planner (CFP)

Why choose this provider?

Heritage Planning Financial Group, Inc., offers financial advisory services to clients in Tustin. It helps plan for tax, estate, investments, insurance, and retirement. The firm also provides guidance on health saving accounts, which covers dental and optical care, fertility treatments and birth control prescriptions, physical therapy and chiropractic care, and long-term care insurance coverage for family members. Heritage Planning Financial Group was founded by Bruce Boyd and Paul Brown, who both have the Certified Estate Advisor (CEA) designation.

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 (11)

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
1551 North Tustin Ave, Suite 100, Santa Ana, CA 92705
  • Certified Financial Planner (CFP)

Why choose this provider?

The Adelizi Group of Tustin Centre Wealth Advisors is a firm that serves clients in Tustin. It focuses on providing personalized financial management solutions to individuals, families, and businesses. The firm's financial advisors are equipped to assist clients in curating and handling retirement, investment, college savings, and insurance plans. One of the firm's senior financial advisors, Ryan P. Hawkins, has been in the wealth management industry for over 20 years. Hawkins is the Board Chairman of Rebuilding Together Orange County.

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
400 N Tustin Ave, Santa Ana, CA 92705
  • Retirement Planning

Why choose this provider?

Insight Financial Advisors has been serving clients in the Tustin metro since 1980. It offers personalized financial plans to business owners, executives, and individual investors that cater to their specific needs, goals, and risk tolerance. In addition, it provides the essential tools to organize and analyze financial plans using its CC Update System, Ax1 Account Consolidation Process, and R2R Method. Insight Financial Advisors offers a 401(k) Concierge Program where it monitors the investment performance in the plan and assists trustees in fulfilling their duties.

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
5120 Birch Street, Suite 100, Newport Beach, CA 92660
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2001, Yosemite Capital Management has been offering financial advice to clients in Tustin. Its wealth management service covers all aspects of individual and family finances. This includes setting financial goals, budgeting, and selecting insurance policies that pass on wealth to beneficiaries. Its advisors also help with preparing for retirement with a stable income, along with estate planning services like drafting wills and setting up trusts. Managing director Paul Heckler has more than 20 years of industry experience.

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
280 South Prospect Avenue Suite A, Tustin, CA 92780
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Greg D. Long, CFP is a financial advisor who offers guidance to clients in the Tustin metro who are looking to manage their wealth. Long guides clients through the complexities of reducing their taxes, preparing for their children's education, and planning for retirement. He also assists them in making financial decisions based on their lifestyle, thus enabling clients to balance leisure and financial responsibility. Greg D. Long is part of the LPL Financial Team.

Website
17332 Irvine Blvd, Ste 130, Tustin, CA 92780
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Sterling Wealth Partners is a group of financial advisors who serve clients in Tustin and nearby areas. It provides a range of financial planning solutions, including asset-cycle portfolio systems and comprehensive financial plans. It also offers risk management and legacy planning services, such as long-term care analysis, financial estate protection and maximization review, and multi-generational qualified plan disbursement review. Senior wealth advisor Scot Landborg is well-versed in various aspects of financial planning like Social Security, retirement, charitable, and legacy planning.

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

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
151 Yorba Street Suite 200B, Tustin, CA 92780
  • Tax Planning

Why choose this provider?

Intentional Wealth Management is a financial analysis and planning firm located in Tustin. It offers comprehensive financial, retirement, and estate planning services, as well as tax strategies and investment management solutions. It also provides legal professionals with business plans that create structuring plans, protect assets, and develop tactics for business continuity. The firm's clients include high-income millennials and entrepreneurs. Sole practitioner Bradley Shammas has been in the financial planning industry since 2010. He holds a Certified Financial Planner designation.

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

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
17822 E 17th Street, Suite 208, Tustin, CA 92780
  • Certified Financial Planner (CFP)

Why choose this provider?

Warren Street Wealth Advisors is a Tustin-based fiduciary firm specializing in financial planning and management. Its advisors help integrate the clients' personal loans, mortgages, credit cards, and 401(k) in the financial planning process. Its no-commission approach helps in prioritizing its' clients' interests. Cary Warren Facer, the founding partner of this firm, started his career in wealth advisory in 2007. He is also the founder of Moustaches for Kids which helps raise money for children’s charities.

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
Yelp
5.0 / 5 (18)
Google
5.0 / 5 (10)
Facebook
5.0 / 5 (8)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
17822 E. 17th Street, Suite 310, Tustin, CA 92780
  • Certified Financial Planner (CFP)

Why choose this provider?

Crosspoint Financial is a company that helps Tustin clients with their financial planning process. The advisors from this firm look into the client's cash reserve, investments, insurance policies, and taxes. It also helps with matters like planning for college, retirement income, social security, and trust and estate. Tu Tran, the founder of Crosspoint Financial, has been in the industry for almost two decades. He is both a Certified Financial Planner and Chartered Retirement Planning Counselor.

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.
4.6

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 should you be aware of regarding investment risk in Tustin?

    Some key points you should be aware of regarding investment risk in Tustin are the following:

    • Legitimate investments do not offer high returns without any risk.
    • Higher expected returns mean higher associated risk.
    • Purchasing securities from companies with a limited history or insufficient information entails greater risk.
    • Past success in an investment doesn't ensure future performance.
    • Federal insurance against losses in market value is not provided for securities, including mutual funds.
    • Certain investments lack liquidity and aren't easily converted to cash.
  • What are the benefits of a Trusteed IRA in Tustin?

    A Trusteed IRA in Tustin is an indispensable asset for your wealth plan. It is especially beneficial for the following: 

    • Supporting a spouse or children from a previous relationship.
    • Resolving issues regarding a beneficiary's capacity for prudent asset management.
    • Establishing a plan for scenarios where you are unable to manage your finances, direct required distributions, or make investment choices.
    • Exercising control over the distribution of your IRA assets, including timing and amounts.
  • What options are available for managing the assets of your retirement plan account from a previous employer in Tustin?

    There are various options available to you if you have a retirement plan account from a previous employer in Tustin. These options include requesting to receive all the assets as a one-time, full payment; leaving them in the former employer's retirement plan; transferring the assets to the retirement plan of your new employer; converting all or part of the assets to a Roth IRA; or rolling over all or part of the assets to a traditional IRA.

  • What are the advantages of collaborating with a Certified Financial Planner professional in Tustin?

    Working with CFP professionals may be advantageous for you because they continually put your best interests first, and they have a comprehensive understanding of the dynamic financial landscape. While many individuals in Tustin may call themselves "financial planners," only those who have received considerable training and adhere to the strictest educational and ethical standards are Certified Financial Planner professionals.

  • In Tustin, what are value and growth stocks?

    Growth and value stocks are two different kinds of stocks in Tustin. Growth stocks are anticipated to experience market growth rates that are above normal. Value stocks, on the other hand, are characterized by their lower price compared to their fundamental metrics. Growth stocks often do not pay dividends, and although they may offer larger returns, they also carry additional risk.

  • 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.