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.
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
Michael Jensen
Falcon Wealth Planning, Inc.
2030 Main St
13th Floor
Irvine, CA 92614
855-963-2526
Connect with Michael
James Peters
Centaurus Financial
18662 Macarthur Blvd
Suite 200
Irvine, CA 92612
949-631-3840
Connect with James
Simon Reeves
TideRock Financial
9900 Research Drive
Irvine, CA 92618
877-433-3665
Connect with Simon
Mike Mess
Veracity Capital, LLC
4100 Newport Place Dr.
Ste 255
Newport Beach, CA 92660
949-345-1954
Connect with Mike
Dave Hutchison, CFA
Triad Investment Management, LLC
1301 Dove Street
Suite 1080
Newport Beach, CA 92660
949-381-7614
Connect with Dave
Jeff Halbert
Westmount Asset Management
620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
949-674-5190
Connect with Jeff
Lance Blount
Edelman Financial Engines, LLC
600 Anton Blvd
Suite 1750
Costa Mesa, CA 92626
657-212-3060
Connect with Lance
Jerry Slusiewicz
Pacific Financial Planners
30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677
949-219-0692
Connect with Jerry
Corey Fast
Edelman Financial Engines, LLC
2400 E. Katella Ave.
Suite 410
Anaheim, CA 92806
714-841-0982
Connect with Corey
Matthew Pixa
My Portfolio Guide
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
562-799-5595
Connect with Matthew
John E. Meinert
Meinert Wealth Management LLC
5000 E. Spring St., Suite 340
Long Beach, CA 90815
562-474-1717
Connect with John
Sasha Shteyn
Edelman Financial Engines, LLC
225 South Lake Avenue
Suite 1185
Pasadena, CA 91101
626-768-2972
Connect with Sasha
Paul Taghibagi
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067
310-712-2323
Connect with Paul
Michael Cannone
Westmount Asset Management
2049 Century Park East
Suite 2500
Los Angeles, CA 90067
310-556-2502
Connect with Michael
Dash Investments
Dash Investments
21600 Oxnard Street Ste 1755
Woodland Hills, CA 91367
818-309-4065
Connect with Dash
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
3131 Camino del Rio N, Suite 1550
San Diego, CA 92108
619-814-4100
Connect with Pure
Michael Harris
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225
San Diego, CA 92101
619-286-3930
Connect with MichaelFrequently Asked Questions
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?
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