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Best Financial Advisors in Yorba Linda

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Ambassador Wealth Management logo

Ambassador Wealth Management

5101 East La Palma Avenue Suite 100B, Anaheim Hills, CA 92807
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  • Certified Financial Planner (CFP)

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.

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Blunt Wealth Services logo

Blunt Wealth Services

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

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.

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BW & Associates Inc logo

BW & Associates Inc

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

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.

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Diversified Investment Services logo

Diversified Investment Services

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

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.

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Eclectic Associates logo

Eclectic Associates

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

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.

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InvestLinc Wealth Services logo

InvestLinc Wealth Services

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

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.

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Tellone Financial Services, Inc. logo

Tellone Financial Services, Inc.

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

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.

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Walker Wealth logo

Walker Wealth

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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