2025
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored Costa Mesa financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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Established in 1987, Check Capital Management Incorporated is an investment management firm that serves Costa Mesa. It offers financial advising and helps clients develop plans and investment strategies to help them achieve their financial goals and maximize their wealth. The company's founder, Steven Check, received his formal education in Electrical Engineering, but keeps himself abreast of the industry’s trends by studying investors like Benjamin Graham and Warren Buffett. He is a CFA Institute member.
Cerity Partners is a financial advisory firm that services the Costa Mesa metro and the surrounding areas. Its team comprises investment specialists, tax advisors, financial planners, and retirement plan consultants. They provide financial counsel to clients. The firm has experience working with individuals, high-net-worth families, businesses, and nonprofit organizations. It renders services, including financial administration, investment management, insurance planning, cash flow analysis, and financial wellness coaching. Cerity Partners also welcomes interested clients who are not from the state.
LA Wealth Management provides services to individuals, families, and businesses around Costa Mesa. Through an education-based and needs-oriented approach, it identifies goals and informs clients of the details behind each available option, from retirement plans to insurance to college planning. The firm is also a corporate sponsor of Together We Rise, a nonprofit organization that assists foster children across America. Its owner, Laurie Allen, has been serving Los Angeles since 2008. She is a Certified Financial Planner.
(1)Capital Planning Group LLC is a financial consultancy firm that serves clients in the Costa Mesa area. It helps families, individuals, and businesses accumulate, grow, and transfer their wealth. Its team designs financial strategic plans for every client through integrated planning and rigorous research. The company's founder, Brian Seaman, has been in the wealth management business for over two decades. Before embarking on the field, he served as a management consultant trainer at a large insurance company for 14 years.
Indicators of identity theft in Costa Mesa include unexpected new account correspondence or unsolicited credit card offers, suggesting someone used your identity for the account; denials of credit or loans while having good credit, perhaps as a result of unauthorized activity on your credit record; calls from debt collectors or credit card companies about unpaid bills you didn't make; and missing regular monthly statements, which might be due to an identity thief changing your mailing address to conceal fraudulent charges.
Common issues with 401(k)s in Costa Mesa include the following:
401(k)s and 403(b)s in Costa Mesa are employer-sponsored retirement plans with distinct differences. While 403(b)s are supplied by non-profit institutions or tax-exempt organizations like universities, colleges, and hospitals, 401(k)s are offered by for-profit, private enterprises. The Employee Retirement Income Security Act of 1974 regulates 401(k) plans, which are subject to nondiscrimination testing to ensure that all employees are covered equally. In contrast, 403(b)s are not subject to ERISA and do not require the same testing during setup.
Some positive qualities of financial advisors in Costa Mesa include the following:
Several strategies exist to proficiently handle concentrated stock positions and mitigate risks in your Costa Mesa portfolio. One approach is utilizing a Donor Advised Fund for charitable donations, providing distribution flexibility and tax advantages. Another effective strategy is selling concentrated stock to improve portfolio flexibility. An alternative option is swapping concentrated stock for pooled fund shares via exchange funds, enhancing diversification and deferring taxes. Furthermore, family gifting can be employed, offering reduced tax rates and mutual benefits for all parties involved.
