Expertise.com Homepage
Expertise.com Homepage

2025

Last updated:

Best Financial Advisors in Temecula, CA

Our Recommended Top 3

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 Temecula financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

25Reviewed

16Curated

3Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Best Financial Advisors Serving Temecula
43980 Margarita Rd Suite 201, Temecula, CA 92592
Visit Website

Expertise.com Rating

Review Sources

Google
5.0 (5)
Yelp
5.0 (1)

Why choose this provider?

La Pointe Wealth Advisors serves individuals and business owners in the Temecula metro and its surrounding areas. The company offers financial solutions, including risk management, tax administration, and retirement and estate planning. Its team provides a customized website for its clients and their family members to see a real-time snapshot of their financial accounts and institutions. The clients’ accountants, lawyers, and other trusted advisors can also gain access to this platform. Corporate retirement planning is also available. The company sponsors various charities, including Thompson Tansky Foundation.

  • Certified Financial Planner (CFP)
  • Financial Planning

Best Financial Advisors Serving Temecula
27555 Ynez Rd, #212, Temecula, CA 92591
Visit Website

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Enduring Wealth Advisors is a financial advisory company that operates in Temecula. It was established in 2009 by Ralph Bender, who has been featured by the San Diego Christian Writer’s Guild for his newsletter. He and his staff offer to review the financial records of individuals, families, and businesses. Through this, they can assess suitable investments and tax benefits to save more money. They can also estimate the amount of income and number of years needed to reach various personal goals, from retirement funding to college tuitions.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Temecula
40395 Winchester Rd Ste A, Temecula, CA 92591
Visit Website

Expertise.com Rating

Review Sources

Yelp
4.7 (25)
Google
5.0 (11)

Why choose this provider?

TeamTax is a Temecula-based financial firm that serves individuals, families, retirees, and businesses. The company offers tax preparation and planning services that cover business tax return preparation, out-of-state and multi-state returns, rental properties, sales and exchanges, foreclosures, and estate and succession planning. It also provides wealth management and retirement planning solutions. Its team comprises tax court representatives, Certified Financial Planners, IRS enrolled agents, and CPAs. TeamTax's CEO, Jeffrey S. Cole, has been working in the financial industry for more than 30 years.

  • Retirement Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
La Pointe Wealth Advisors
43980 Margarita Rd Suite 201, Temecula, CA 92592
View More
Enduring Wealth Advisors
27555 Ynez Rd, #212, Temecula, CA 92591
View More
TeamTax
40395 Winchester Rd Ste A, Temecula, CA 92591
View More

Temecula, CA Financial Advisors FAQs

  • What are the common types of financial advisors available in Temecula?

    In Temecula, financial advisors include Certified Financial Planners (CFPs), Chartered Financial Consultants (ChFCs), Registered Investment Advisers (RIAs), and Broker-Dealers. CFPs act as fiduciaries for their clients, while ChFCs study specialized topics and follow an ethics code. RIAs are independent advisors offering financial planning and asset management, often with CFP or ChFC certifications. Broker-Dealers buy and sell securities, and some offer financial planning services. They must pass the Series 7 exam and be registered with the SEC and FINRA.

  • How do financial advisors charge for their services in Temecula?

    Financial advisors in Temecula use various fee structures to charge for their services. One common method is "assets under management" (AUM), where the advisor charges a percentage based on the total value of the client's assets they manage. Alternatively, some financial advisors opt for a flat fee per plan, year, or hour. It is essential to clarify their compensation method before engaging their services.

  • Can you consult a financial advisor in Temecula for estate planning purposes?

    Yes, a financial advisor in Temecula can assist you with estate planning, which encompasses more than just the distribution of inheritance. They can help manage your assets, investments, and liquidity and create a comprehensive plan that includes your last will. They can help you develop a plan to preserve your wealth for beneficiaries while meeting your financial needs without depleting your estate.

  • Can a Registered Investment Adviser (RIA) in Temecula sell life insurance products?

    Whether an RIA in Temecula can provide life insurance products depends on the type of insurance involved. For variable insurance products, such as variable annuities and variable life insurance, the RIA must hold both an insurance license and a securities license, usually the Series 7. If the RIA operates without a Series 7, they cannot directly offer variable insurance products.

  • Are financial advisors in Temecula allowed to make trades without my consent?

    Typically, brokers or financial advisors in Temecula are not allowed to conduct any trades or transactions in your account without obtaining your explicit approval. However, there is an exception known as a discretionary account. If you have a discretionary account, you give your advisor the authority to make decisions and execute trades on your behalf without seeking your consent for each transaction.

View all Financial Advisors FAQs