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Best Financial Advisors in Yorba Linda

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Yorba Linda, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • 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

Yorba Linda, CA

Why choose this provider?

Need help contacting a Financial Advisor in Yorba Linda? 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
5101 East La Palma Avenue Suite 100B, Anaheim Hills, CA 92807
  • Certified Financial Planner (CFP)

Why choose this provider?

Ambassador Wealth Management aims to help individuals and families throughout Yorba Linda attain their financial goals through its broad range of financial advisory services. The firm creates and implements financial strategies that are tailored to meet clients' wealth-building objectives. Its financial advisors assist with estate planning, investment management, retirement planning, college education fund planning, and insurance plan review and analysis. Ambassador Wealth Management is affiliated with Cetera Financial Specialists, a broker-dealer that provides the former with a network of people and resources to help clients pursue their goals.

License Verified:

License: 1158034

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (4)

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
180 North Riverview Drive Suite 220, Anaheim Hills, CA 92808
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Diversified Investment Services helps Yorba Linda business owners, families, and individuals in pursuing their financial goals. The firm performs a variety of financial solutions, including wealth management, tax planning, estate strategy development, and investing. Its professionals create customized roadmaps that are tailored according to clients' needs and guide them in each step of the process, from assessment and plan implementation. It was established in 1993 and has served clients with $1.4 billion in total account assets.

License Verified:

License: 1085206

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (1)

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
––

Website
3111 North Tustin Street, Suite 215, Orange, CA 92865
  • Certified Financial Planner (CFP)

Why choose this provider?

BW & Associates Inc. is an independent firm based in Orange. It caters to customers in the Yorba Linda metro and the surrounding communities. It helps individuals achieve their financial goals by offering consulting and planning services. Its process involves collecting data about the client's financial resources and objectives and presenting recommendations. It also provides investment and portfolio management solutions. BW & Associates brings more than 30 years of experience in the financial services industry.

License Verified:

License: 116471

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (2)

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.
2.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6200 East Canyon Rim Road Suite 201, Anaheim Hills, CA 92807
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Why choose this provider?

Tellone Financial Services, Inc., has been helping families, individuals nearing retirement, and young working professionals in Yorba Linda since 1975. Its assists clients in organizing their finances. They help set up a diversified investment portfolio that suits a client's goals and risk tolerance. The firm also assists with planning for retirement with a stable and sustainable income. In addition, it helps people with tax and accounting concerns. Founder Dean Tellone is a Certified Financial Planner and an IRS Enrolled Agent.

License Verified:

License: 111051

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (1)

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
1021 W. Bastanchury, Suite 120, Fullerton, CA 92833
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Since 1984, Eclectic Associates has been serving individuals in the Yorba Linda area. It provides wealth management services to help people meet short-term and long-term financial goals. The firm conducts cash flow analysis, provides tax strategies, and sets up diversified investment portfolios. Clients can also seek the firm's help with preparing for retirement with a sufficient income during their golden years. President and CEO David Little is a Certified Financial Planner and a Chartered Financial Analyst.

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
Google
5.0 / 5 (1)

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
300 S. Harbor Blvd., Suite 1000, Anaheim, CA 92805
  • Certified Financial Planner (CFP)

Why choose this provider?

InvestLinc Wealth Services offers financial advisory services to individuals and families in Yorba Linda. It advises and executes financial strategies, such as corporate retirement plan analysis and setup, personal financial statement construction, individual and corporation money management, and trust services. In addition, it writes insurance policies for clients, covering health, disability, life, long-term care, and property and casualty. The company's team brings over 100 years of combined industry experience. The members hold various designations, including Chartered Life Underwriter, Certified Financial Planner, and California Professional Fiduciary License.

License Verified:

License: 304929

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (7)

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
2601 Saturn St Ste 100, Brea, CA 92821
  • Retirement Planning

Why choose this provider?

Blunt Wealth Services is a team of financial advisors that serves corporate executives, families, retirees, and investors in Yorba Linda and neighboring areas. The team focuses on various financial services, including portfolio management, financial, longevity, and retirement planning. Its professionals also handle risk management, education planning, estate, and trusts. Danielle Blunt established Blunt Wealth Services in 2014 and has more than two decades of industry experience. She served as a financial advisor with Edward Jones Investments for 14 years before founding her own firm.

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
Google
5.0 / 5 (1)

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
623 North Harbor Boulevard, Fullerton, CA 92832
  • Certified Financial Planner (CFP)

Why choose this provider?

Walker Wealth is a financial advisory firm that serves individuals, entrepreneurs, business owners, and medical professionals in Yorba Linda and neighboring locations. It specializes in various services, including financial planning, retirement planning, and wealth management. Its multi-step process includes discovering its clients' needs and objectives, recommending a course of action, and executing personalized plans. Craig Walker founded Walker Wealth in 1997 and has more than 36 years of experience working in senior-level positions for brokerage firms in Wall Street.

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
Google
5.0 / 5 (1)

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

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.

  • If you use a charitable remainder trust in Yorba Linda, what income tax benefits can you obtain?

    You may obtain an income tax deduction in Yorba Linda when you make the gift to the trust if its beneficiaries are IRS-qualified charities. The deduction will be a percentage of the value of the gift. You can calculate the percentage by determining the type and value of the gifted asset, the life expectancy of the person who has received the income from the trust, and the payout rate in the trust.

  • If you are a high-earner in Yorba Linda, what tax-efficient investment strategies can you practice?

    Tax-efficient investment strategies can help you create a legacy, save for retirement, and manage your wealth. If you are a high-earner in Yorba Linda, you might want to obtain municipal bonds because they are exempted from federal income taxes and sometimes from local and state income taxes too. You might also consider a Roth conversion because it provides tax-free withdrawals as long as you meet the required age and length of ownership.

  • What financial practices in Yorba Linda should you do if you have kids?

    If you already have kids, you must follow several financial practices in Yorba Linda to secure their future. You should take inventory of your family's financial situation. If you do not understand your family's financial status, you cannot develop and balance your goals. You might not be able to save for their college education. You should also invest in life insurance to protect them from unexpected events.

  • What are the things you must consider if you are worried about market volatility in Yorba Linda?

    If you are worried about market volatility in Yorba Linda, you must consider building a diversified portfolio. When creating a portfolio, you must consider your age, goals, emotional tolerance for risk, and time horizon. You also need to rebalance your portfolio. Financial advisors sometimes suggest reviewing your portfolios at least once a year to know if you are still aligned with your goals.

  • What are the benefits of charitable giving in Yorba Linda?

    Charitable giving in Yorba Linda helps you achieve your philanthropic goals. When you donated appreciated assets, such as stocks, real estate, and other assets, it maximizes your giving and impact while reducing your capital gain taxes. You can also utilize your retirement accounts for charitable giving by redirecting Required Minimum Distributions.

  • 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.

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