Best Financial Advisors in Tustin

2022

We scored 29 Financial Advisors in Tustin, CA and Picked the Top 11

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tustin Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

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

Last Updated: December 26, 2021

Estate And Trust Specialist
Tax Planning

Atlas Financial Planning provides financial advisory services in Tustin. It offers cash flow and debt reduction coaching to people needing guidance with their daily finances. Advisors assist with goals-based and retirement planning for families or individuals in the process of growing their net worth. They help define the goals while remaining flexible for unexpected life changes. Its Certified Financial Planner, Jeffrey Edwards, advises on wealth management and legacy and estate planning for more engaged families. He values the client-advisor relationship to be a lifelong friendship.

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66 Avondale
Irvine, CA 92602

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(949) 424-7703 Website

Certified Financial Planner (CFP)

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.

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17822 E. 17th Street, Suite 310
Tustin, CA 92780

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(714) 617-4463 Website

Retirement Planning
Certified Financial Planner (CFP)

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.

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280 South Prospect Avenue Suite A
Tustin, CA 92780

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(714) 505-5811 Website

Certified Financial Planner (CFP)

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.

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600 North Tustin Avenue Suite 120
Santa Ana, CA 92705

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(714) 836-5055 Website

Retirement Planning

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.

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400 N Tustin Ave
Santa Ana, CA 92705

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(714) 541-1400 Website

Tax Planning

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.

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151 Yorba Street Suite 200B
Tustin, CA 92780

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(714) 415-2680 Website

Certified Financial Planner (CFP)

My 401k Partners is a team of financial advisors that caters to clients in Tustin. It assists them in managing the compliance burdens of retirement plan administration. It helps clients put their welfare and goals at the forefront of their established financial plans. It also works with different plan custodians and managers in specific asset classes to access a wide selection of investment options for them. The company's specialists have over 75 years of combined experience in financial services.

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1811 E Garry Ave
Santa Ana, CA 92705

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(949) 724-8848 Website

Financial Planning
Certified Financial Planner (CFP)

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.

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17332 Irvine Blvd, Ste 130
Tustin, CA 92780

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(714) 592-7705 Website

Reputation:A

More Info

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:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Certified Financial Planner (CFP)

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.

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1551 North Tustin Ave, Suite 100
Santa Ana, CA 92705

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(714) 406-0571 Website

Certified Financial Planner (CFP)

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.

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17822 E 17th Street, Suite 208
Tustin, CA 92780

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(714) 876-6200 Website

Reputation:A+

More Info

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Certified Financial Planner (CFP)

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.

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5120 Birch Street, Suite 100
Newport Beach, CA 92660

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(714) 730-3310 Website