Best Financial Advisors in Mission Viejo, CA

For over two decades, Emerald Blue Advisors has been providing a broad range of wealth advisory strategies to individuals and families in Mission Viejo and neighboring areas. Its wealth advisors provide financial planning services that emphasize distribution and tax consequences. They also advise on investment management, retirement income planning, and social security maximization. Founder Rola Hajeb is a recipient of multiple awards, including the American Express 1998 Mercury Award and the Award of Excellence from the Woman’s Mentoring Agent Network six times.

O'Neill Financial Management serves high-net-worth individuals, families, and businesses in the Mission Viejo metro and the surrounding areas. It offers customized financial solutions and considers the major aspects of the client's financial life, including their specific goals, income, liquidity needs, and ability and willingness to take risks. One of the company's financial advisors, Yvonne O'Neill, is on the Wooden Floor Board of Directors, a non-profit organization that empowers low-income youth from diverse backgrounds.

Applied Financial Planning caters to individuals, families, and businesses around Mission Viejo. From financial, retirement, and tax planning to investment management, its advisors help clients evaluate their income, assets, and expenditures. They assist in establishing a customized plan that can secure goals while falling within a client’s budget. One of the company’s principals and wealth advisors, William C. O’Connor, is a Certified Financial Planner. He is also licensed by the U.S. Treasury in representing clients before the IRS.

Walker Financial Advisors, Inc., provides services to clients in the Mission Viejo area. It specializes in offering financial planning and wealth management services to assist individuals in meeting their educational, tax, and retirement funding goals. It also designs tax-efficient portfolios for clients who wish to manage their investments. The company has been resolving the financial management matters of clients since 1986. Its founder, Scott Walker, has been in the field since his teenage years. He is a registered investment advisor and Certified Financial Planner.

Pacific Sun Financial Corp provides a range of financial services for clients based in Mission Viejo. The independent advisory firm offers investment solutions for companies, individuals, trusts, and charities. They employ individual stocks, exchange-traded funds, certificates of deposit, real estate investment trusts, initial public offerings, and structured settlements for accredited investors. In addition, they deliver general information on how to minimize taxes on income, capital gains, and estate taxes. President Mitchell J. Fisher has been in the financial service industry for almost 40 years.

Schiel Wealth Management is a San Juan Capistrano-based company that caters to clients across Mission Viejo. It helps individuals plan for various aspects involving personal finance, like retirement. The company also educates clients on issues related to estate planning, including wealth transfers. It uses a restrained tactical investment philosophy in portfolio management to help individuals obtain returns in a volatile market. Its namesake, Chad Schiel, once worked as a financial advisor for the firm Edward Jones. He is a U.S. Marine Corps veteran.

Financial Management Network, Inc., is an independent financial advisory firm serving Mission Viejo clients since 1991. Its services include corporate benefits, insurance, financial planning, and retirement planning. The company incorporates a five-step process in its investment management services to protect customers' financial security, from gathering financial information to analyzing factors that would affect their interests. Founder and president Matthew Merwin is a member of the National Association of Life Underwriters and the Financial Planners Association.