Laurels

Best Financial Advisors in Tustin
2022

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.

Reviewed Curated Top Picks 29 21 11

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

Atlas Financial Planning

  • 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.

66 Avondale
Irvine, CA 92602

Website

Crosspoint Financial

  • 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.

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

Website

Greg D. Long, CFP

  • 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.

280 South Prospect Avenue Suite A
Tustin, CA 92780

Website

Yosemite Capital Management

  • 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.

5120 Birch Street, Suite 100
Newport Beach, CA 92660

Website