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Best Financial Advisors in Chino Hills, CA

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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



6Top Picks

Learn about our selection process.


featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Chino Hills, CA
Free Consultation Rating

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Chino Hills, CA Rating

Why choose this provider?

Need help contacting a Financial Advisor in Chino Hills? 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.

5101 East La Palma Avenue Suite 100B, Anaheim Hills, Ca 92807 Rating

Why choose this provider?

Ambassador Wealth Management provides holistic financial planning to clients in Chino Hills. Its team of financial advisors helps clients set investment performance objectives and implement strategies to help manage investments and downside risk. It also handles cash flow analysis and risk management to protect its clients' loss of income, liability, and property. In addition to financial planning and wealth management, Ambassador Wealth also offers online resources for tax, retirement, investment, and estate planning. Wealth manager Peter J. O'Brien served the AllianceBernstein Investment Management as a regional manager.

  • Finance Planning
  • Financial Planning

22632 Golden Springs Dr Suite 315, Diamond Bar, CA 91765 Rating

Why choose this provider?

Pysnik Financial caters to individuals and businesses in Chino Hills. It assists clients in managing their finances by providing advice and a broad range of insurance plans and banking products. The firm works with clients to understand their financial situations and goals and help them create and manage their investment portfolios. It also offers tax and accounting services to address other financial planning concerns. Pysnik Financial has been providing financial services for more than 30 years.

  • Certified Financial Planner (CFP)

1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765

Why choose this provider?

Lagos Wealth Advisors has been offering fiscal counsel to clients in Chino Hills. It assists customers in accumulating and growing their wealth by investing in the appropriate areas. The firm also aids with building retirement funds. In addition, the company provides strategies for reducing tax liabilities within the permissible boundaries set in statutes. The establishment extends its help to regular people, business owners, and families. It has been employing a team of accountants and financial advisors since 1995 to formulate plans for its patrons.

  • Certified Financial Planner (CFP)

15302 Central Ave, Chino, CA 91710 Rating

Review Sources

4.8 (16)
4.3 (6)

Why choose this provider?

Kalter Financial Group has been serving clients in and around Chino Hills since 1985. It offers personal financial planning services, assisting clients in achieving their financial goals regarding college savings, retirement funds, and general wealth. The company also provides tax services and handles local, multi-state, and federal tax returns. In addition, it conducts year-round tax planning, problem resolution, and tax authority representation. Eric Kalter, company founder, holds 35 years of tax and accounting experience. His experience also includes litigation support and health care accounting.

  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Chino Hills, CAFree Consultation
Ambassador Wealth Management
5101 East La Palma Avenue Suite 100B, Anaheim Hills, Ca 92807
Pysnik Financial
22632 Golden Springs Dr Suite 315, Diamond Bar, CA 91765
Lagos Wealth Advisors
1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765
Kalter Financial Group
15302 Central Ave, Chino, CA 91710


  • 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.

  • How do you know if a financial advisor in Chino Hills is legitimate?

    To determine whether a financial advisor in Chino Hills is legitimate or not, you can visit FINRA BrokerCheck. You can find the financial advisor's qualifications, employment history, and disclosure events in its summary report. You can also check the CFP Board website if your advisor is a certified financial planner. Additionally, you can look into professional organizations like the National Association of Personal Financial Advisors to find reputable members.

  • What can a financial advisor in Chino Hills do for you?

    Financial advisors in Chino Hills can help you with financial planning matters, such as savings and retirement. They can also help you with insurance, investments, and taxes. Additionally, they can develop and utilize strategies like diversification and dollar-cost averaging to build wealth and manage risks. Financial advisors can help you reposition assets during market fluctuation to protect your wealth.

  • What is the difference between financial advisors and financial analysts in Chino Hills?

    The main difference between financial advisors and financial analysts in Chino Hills lies in their focus. Financial advisors generally use a client-centered approach while financial analysts utilize a research-based approach. Financial advisors consider the goals of their clients and provide advice based on the client's needs and circumstances. In contrast, financial analysts evaluate the financial health or considerations of both the broader economy and their clients.

  • Do financial advisors need a license in Chino Hills?

    Financial advisors in Chino Hills need a license. This is because the Securities and Exchange Commission requires licenses for the sale and recommendation of financial securities. Generally, financial advisors are required to have licenses to sell investment products. Some of the common licenses held by financial advisors in the United States include Series 6, Series 7, Series 63, and Series 65 licenses.

  • Why should you trust a financial advisor in Chino Hills?

    Generally, you should trust financial advisors in Chino Hills as they can utilize their knowledge and expertise to develop financial plans based on your financial goals and circumstances. Financial advisors can provide financial advice to help you make informed decisions on matters like budgeting, retirement planning, insurance, and college tuition planning. It is advisable to work with financial advisors who have licenses, designations, or memberships in professional financial advisor organizations.

  • 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.