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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Irvine is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Irvine & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Irvine?

Looking for a qualified financial advisor in Irvine? We can help you by narrowing down your options & listing the best financial advisors in Irvine as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Irvine near you with the list of certified and vetted Irvine financial advisors.

List of Qualified Financial Advisors in Irvine, California

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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Jesse Rodriquez

Rodriquez Wealth Management

620 Newport Center Dr.
Suite 680

Newport Beach, CA 92660

949-688-1571

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Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626

714-617-4394

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Jennifer Shintani

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3012

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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503

424-230-7435

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101

626-768-2972

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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

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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

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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

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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

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

List of Additional Financial Advisors in Irvine, California*

* Additional advisor listing is provided in partnership with Yext

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Robert Magallanes, Jr. - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5109

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Henry A. Hernandez - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5128

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Peter Irvin - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1298

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Jannah Devine - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5123

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Vincent Truong

714-778-6695

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Robert Breen - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4678

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Devon Silber - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7533

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Stefan Oglevee - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-467-6010

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Scott Anderson - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7549

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James E. Dahl - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5108

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Elizabeth S Bernay - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7538

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Randall J Trost - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7509

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Mark E Chew - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7581

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Claes Molander - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1355

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David Lowry - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7598

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Walter Tuer - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7824

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Mark J Van Uden - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7536

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George C Rach - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7587

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Greg P Pitcher - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7547

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David Pearl - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2406

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Eggleston Sambrano Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7572

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Michael Murray - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1203

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Kenneth A Rieger - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7525

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Peter M. Feibleman & Stephen K. Takeda, CIMA® - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7500

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Thomas Gillespie - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
562-308-4537

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R.M. White & Associates Certified Public Accountants

1920 E. Warner Avenue
Suite H

Irvine, CA 92705
949-474-7012

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Kenneth M. Callan - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5118

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WealthWise Financial Services

9070 Irvine Center Drive
Suite 230

Irvine, CA 92618
949-748-1177

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Kevin Donohue - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-341-7803

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Jeff Main - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7514

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THK Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
866-885-8016

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SageView Advisory Group

1920 Main Street
Suite 800

Irvine, CA 92614
800-814-8742

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Providence Wealth Management Group - Ameriprise Financial Services, LLC

2600 Michelson Dr
Ste 1460

Irvine, CA 92612
949-250-3210

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Joseph P. Katzaroff, CFP - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5105

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Frederick Telarico - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5120

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Scot Rob Hicks - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1302

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Level Four Wealth Management

1920 Main Street
Suite 1090

Irvine, CA 92614
949-777-0311

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Andy Rovzar - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7841

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Mark Iskander

7700 Irvine Center Drive
Suite 800

Irvine, CA 92618
949-289-1610

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Walter E. Kaminski - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7589

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MKT Wealth Management

9870 Research Drive

Irvine, CA 92618
949-209-9441

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Masters Advisory Partners (MAP)

2030 Main Street
Suite 1300

Irvine, CA 92614
949-260-4747

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The Bernay and Noone Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7552

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Victoria Cacciamatta - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7511

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George J Strnad - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7876

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Bryan K Banning - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7565

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Brent Rupnow - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4609

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Sean P. Righter - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1303

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Dan A Young - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7544

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The Molander Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1355

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Jerry L Clements - Ameriprise Financial Services, LLC

4 Venture
Ste 300

Irvine, CA 92618
949-453-0593

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Morgan Stanley Financial Advisors

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7500

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Michael Ortega - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7557

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Mark D. Morgan - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5168

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Mandy M Woo - Ameriprise Financial Services, LLC

4 Venture
Ste 300

Irvine, CA 92618
949-453-0593

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Pacific Advisors, LLC

2855 Michelle Drive
Suite 320

Irvine, CA 92606
888-399-3331

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Angel Nguyen - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1248

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The Irvine Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7544

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Tucker Watkins - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4629

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Rick Lan - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1270

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Nikolas H Okita - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4608

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Thomas J Eggleston - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7572

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Dick S Joe - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7517

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The Callan Group - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5118

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Steve Nassau - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7555

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Nicole Roach - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1307

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Ozair Alefi - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7892

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Nicole Southern - Ameriprise Financial Services, LLC

2600 Michelson Dr
Ste 1460

Irvine, CA 92612
714-998-3774

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Peter Christenson - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2434

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J.P. Brar - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1206

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The Spectrum Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1241

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Enrico Santos - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7580

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The Bay Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7598

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Ryan Banning - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7503

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Brundage, Pearl & Associates - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-863-9400

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Hello Mortgage

400 Spectrum Center Drive
Suite 600

Irvine, CA 92618
800-464-3556

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Mark A Lammers - Ameriprise Financial Services, LLC

4 Venture
Ste 300

Irvine, CA 92618
949-453-0593

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Elizabeth Connolly - Ameriprise Financial Services, LLC

2600 Michelson Dr
Ste 1460

Irvine, CA 92612
949-250-3210

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Donald E Torres - Ameriprise Financial Services, LLC

2600 Michelson Dr
Ste 1460

Irvine, CA 92612
949-250-3210

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Jason Niles Burch - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
424-343-5098

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Katiana Jamm - Ameriprise Financial Services, LLC

1 Park Plz
Ste 360

Irvine, CA 92614
949-387-8016

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James Sams - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2469

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Steve Kleinertz - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1340

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Gary Hitzler - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2415

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Jeremy Vernon Combe - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4640

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Brian J. Woo - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7858

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Lea Inouye - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4648

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Galloway and Associates - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4627

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Michael Price - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2426

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Odyssey Wealth Design

18400 Von Karman Avenue
Suite 550

Irvine, CA 92612
949-474-6872

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Stacey T Chung - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7877

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Shawn Sessions - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7894

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Robert Morris Carver - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5115

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The Woo Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7858

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Sasha R. Kottmeier - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5107

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Kottmeier Wealth Management Group - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5107

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Maven Group Investment Strategies

530 Technology Drive
Suite 100

Irvine, CA 92618
949-396-7923

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Cooper McManus Wealth Management

9870 Research Drive

Irvine, CA 92618
612-555-5555

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Andy Thiem - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7578

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The Van Uden Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7536

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Howard Niemoeller - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
562-308-4512

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The Banning Group - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7500

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Nicholas Khoudari - Ameriprise Financial Services, LLC

2600 Michelson Dr
Ste 1460

Irvine, CA 92612
949-250-3210

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Norannsy Chieuchin - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-660-4619

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Nafeng Hioe

714-491-0189

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Victoria Barbisan - Ameriprise Financial Services, LLC

2 Park Plz
Ste 1100

Irvine, CA 92614
949-975-2412

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Susan Bordeaux - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1324

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Jeannine L Smith - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7831

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David Brown - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1333

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Jack Hartfelder - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7516

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The Saddleback Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1218

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Daniel Freeman - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1241

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Meng Tsai - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7865

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Rick Goldenberg - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7551

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Curtis Ostling - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1204

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Roy Lopez - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7827

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Mark Decunha - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7595

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Robert Shaw - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1239

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Bruce Galloway - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7816

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Chan Phan - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-809-1289

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Leo Tsai - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7821

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Jason Shirk - Ameriprise Financial Services, LLC

2020 Main St
Ste 250

Irvine, CA 92614
949-660-0058

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Keith Tran, ChFC - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5181

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Hugh Nguyen - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7875

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The Focal Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1366

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Morgan Wealth Management Group - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5168

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Trevor Plant - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7854

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The MacArthur Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7548

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The Pacific Coast Legacy Group - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7504

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Michael Roane - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1236

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Yijun Yao - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7867

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The Epiphron Group - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7500

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Kara P Noone - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-955-7552

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Michael Yu - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7868

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Tunney Wealth Management - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5166

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Michael Algarin - Morgan Stanley

1901 Main Street, 7th
Floor

Irvine, CA 92614
949-955-7895

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David P. Mazzotta - Morgan Stanley

1901 Main Street
7th Floor

Irvine, CA 92614
949-809-1319

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Ronald I. Ostrow - UBS Financial Services Inc.

20 Pacifica
Suite 1500

Irvine, CA 92618
949-453-5143

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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