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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 14 vetted financial advisors and 3 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 26 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

Brent Rupnow

Via Luce Capital Corporation

949-691-1498

Address

3090 Bristol St,
4th Floor,
Costa Mesa, CA 92626 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Trilogy Financial

844-356-4934

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Wade W. Slome

Sidoxia Capital Management, Llc

949-258-4322

Address

2901 W. Coast Highway,
Suite 200,
Newport Beach, CA 92663 See Details

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

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

Pasadena Private Wealth

949-215-4872

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Dash Investments

800-549-3227

Address

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

Stratos Private Wealth

844-249-6534

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Andrew Chabot

Rancho Wealth Management

858-784-1513

Address

4370 La Jolla Village Dr,
Suite 400,
San Diego, CA 92122 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	$239,644,680	686	A percentage of AUM, Hourly charges, Fixed fees
PROSPERITY ROAD, LLC 12341 Newport Avenue, Ste. A-100 Santa Ana, CA, 92705	281894	$143,336,933	63	A percentage of AUM, Hourly charges, Fixed fees
MORA FINANCIAL 100 E Macarthur Blvd, Unit 570 Santa Ana, CA, 92707	333845	$150	2	A percentage of AUM, Fixed fees

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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

Via Luce Capital Corporation

Address

Address

Address

Sidoxia Capital Management, Llc

Address

My Portfolio Guide, LLC

Address

Address

Prudential

Address

Address

Address

Rancho Wealth Management

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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It's Fast, Free & Easy