Best Financial Advisors in Lake Forest, CA

Dale A. Wood, CFP, is a registered representative of Royal Alliance Associates, Inc., serving the Lake Forest area. She has been selling securities and insurance since 1984. Dale offers wealth management advice in the form of building a comprehensive investment strategy based on financial research. Her additional services include risk management, retirement, estate, and tax planning. She earned her certification as a Certified Financial Planner in 1994. Her goal is to help customers develop an investing strategy that would help them reach their objectives.

Provence Wealth Management Group is a firm serving Lake Forest. It guides individuals and families in coordinating their financial lives through complexities by providing counseling across different factors. These include investing, life transitions, retirement planning, and benefits and compensation. For employers, its team of professionals assists with retirement plan consulting and investment management. One of the firm's founding partners, Mike S. Sheets, is a Certified Financial Planner and a Chartered Retirement Planning Counselor who supports children's care organizations.

Olivieri & Rowlands Partners is a financial services company that caters to clients in Lake Forest. It develops financial strategies to help individuals reach various goals, involving areas like retirement and insurance. The company also coordinates with legal and tax advisors to help clients with estate planning. It advises business owners on issues related to employee benefits packages and funding partnership agreements. Its owner and president, David Olivieri, has spent over 40 years in the financial services industry.

WealthWise Financial Services is a female-owned business serving Lake Forest and the surrounding areas. The firm provides guidance on income tax strategies, charitable giving, Social Security analysis, and goals-based retirement planning. It also helps clients protect their families through life insurance analysis, disability income, long-term care, and wealth replacement. Founder and CEO Loreen Gilbert has over 25 years of experience creating comprehensive wealth strategies. She has been recognized by Forbes as one of the Top Women Wealth Advisors in 2021.

Precision Wealth Financial & Insurance Services Inc. is an advisory and planning company serving clients in Lake Forest. As part of the planning process, the firm's advisors outline the clients' goals and objectives. These enable them to develop a plan, which incorporates proper structuring, diversification, tax planning strategies, risk tolerance, and asset allocation. Dennis J. Cunningham II, one of the firm's wealth management directors, has been training both his clients and other financial and insurance professionals for over two decades. Cunningham holds CHFC, CLU, and AIF designations.

O'Neill Financial Management offers comprehensive financial planning solutions to clients in and around Lake Forest. Its financial advisors assist in planning and preparing for short-term or long-term financial goals, working with a team of professionals such as CPAs and estate attorneys to help clients achieve success in all areas of their financial lives. Services include education funding, tax planning and tax efficiency review, retirement planning, charitable giving, and estate planning. O'Neill Financial Management has been in the business since 1998.