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Find The Best Financial Advisors in Santa Ana, California

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Santa Ana is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Ana & pick the one as per your needs

How To Find The Best Financial Advisors in Santa Ana, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Santa Ana, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Santa Ana, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Ana, California have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Santa Ana, California

Dhillon Taylor

Secura Financial Planning & Wealth Management

714-704-6616

Address

333 City Blvd W Suite 2050,
Orange, CA 92868 See Details

Michael Lynch

Lynch Financial Advisors

916-772-3103

Address

1700 Eureka Road, Suite 155,
Roseville, CA 92805 See Details

Simon Reeves

Pasadena Private Wealth

877-433-3665

Address

9900 Research Drive,
Irvine, CA 92618 See Details

Marianne Ehlers

Oakwood Wealth Partners

949-444-8103

Address

17400 Laguna Canyon Road, Suite 125,
Irvine, CA 92618 See Details

Matthew Pixa

My Portfolio Guide

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Christian Johnson

California Financial Partners

818-637-0177

Address

700 N Brand Blvd,
Suite 640,
Glendale, CA 91203 See Details

Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

Address

2121 Avenue of the Stars, Suite 1600,
Los Angeles, CA 90067 See Details

Michael Cannone

Westmount Partners

310-556-2502

Address

2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067 See Details

Dash Investments

818-309-4065

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Top Financial Advisor Firms in Santa Ana, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
LINDA A. BARLOW, CFP 2700 N. Main Street, Ste 850 Santa Ana, CA, 92705-6638	111643	$224,998,592	684	A Percentage of AUM, Hourly charges, Fixed Fees
PROSPERITY ROAD, LLC 120 W. 5th Street, Suite 220 Santa Ana, CA, 92701	281894	$134,517,675	151	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Santa Ana, California to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Santa Ana, California

How To Find The Best Financial Advisors in Santa Ana, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Santa Ana, California

Secura Financial Planning & Wealth Management

Address

Lynch Financial Advisors

Address

Pasadena Private Wealth

Address

Oakwood Wealth Partners

Address

My Portfolio Guide

Address

California Financial Partners

Address

Signature Estate & Investment Advisors (SEIA)

Address

Westmount Partners

Address

Address

Top Financial Advisor Firms in Santa Ana, California (Ranked by AUM)

Select other cities around Santa Ana, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Santa Ana, California
Last Updated - 13-Jun-2023

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