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Find Best Financial Advisors in Seal Beach, California

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

How To Find Best Financial Advisors & Planners in Seal Beach?

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

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

List of Qualified Financial Advisors in Seal Beach, California

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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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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

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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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Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660

949-345-1954

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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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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Personal Capital

Personal Capital

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818-450-8186

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
AMIP MANAGEMENT
3020 Old Ranch Parkway, Ste 180 Seal Beach, CA 90740
284231 $806,843,687 4 A percentage of AUM
Commision Based
Performance Based
Other (ADMINISTRATIVE FEES)
REGAL WEALTH GROUP INC.
12501 Seal Beach Blvd, Suite 280, Seal Beach, CA 90740
138374 $233,615,485 596 A percentage of AUM
Hourly charges
Fixed fees
ERMAN RETIREMENT ADVISORY
3020 Old Ranch Pkwy, Suite 100 Seal Beach, CA 90740
113903 $210,521,000 311 A percentage of AUM
Hourly charges
Commision Based

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
LPL Financial: Stan DiLiberto, CPA, CFP, Inc.
Inquire with LPL
12501 Seal Beach Blvd, Suite 200 Seal Beach, CA 90740 714-969-1040
Gerald Thomas Montegani Jr., CFP, CIMA
Inquire with Gerald
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9175
Natalie Brownfield Barron CFP, CEPA, CRPS
Inquire with Natalie
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9242
Phillipp / Orr Group
Inquire with Phillipp
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9240
Bob Gomez
Inquire with Bob
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9206
Joshua Axel CFP
Inquire with Joshua
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9164
James N. Cantrell
Inquire with James
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9243
Kevin T. Phillipp
Inquire with Kevin
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9240
Mellow & Axel Wealth Management Group
Inquire with Mellow
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9230
Allen R. Mellow
Inquire with Allen
3030 Old Ranch Parkway, Suite 300 Seal Beach, CA 90740 562-343-9230

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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