Find the right advisors to meet your financial planning needs in Irvine, California

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Irvine, California that can fulfill your requirements.

List of Qualified
Financial Planners in Irvine, California

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Chris Baum

Coastal Capital Advisors

16 Tidewater

Irvine, CA 92614

949-439-4050

Connect with Chris
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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Connect with James
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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

Connect with Simon
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Jesse Rodriquez

Rodriquez Wealth Management

620 Newport Center Dr.
Suite 680

Newport Beach, CA 92660

949-688-1571

Connect with Jesse
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Dave Hutchison, CFA

Triad Investment Management, LLC

1301 Dove Street
Suite 1080

Newport Beach, CA 92660

949-381-7614

Connect with Dave
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Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626

714-617-4394

Connect with Tami
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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

Connect with Lance
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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

Connect with Jerry
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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

Connect with Corey
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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

Connect with Matthew
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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

Connect with John
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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503

424-230-7435

Connect with Joe
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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

Connect with Personal
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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101

626-768-2972

Connect with Sasha
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Paul Taghibagi

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

Connect with Paul
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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

Connect with Zain
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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

Connect with Zain
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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108

619-294-6008

Connect with Copley
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Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Connect with Pure
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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

Connect with Michael

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?