Find a Financial Planner in Aliso Viejo, CA

 

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We Only Work With The Best Aliso Viejo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Aliso Viejo, CA


  • Financial Advisor Close to Aliso Viejo, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Aliso Viejo Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Aliso Viejo area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Aliso Viejo offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
11.8% of Aliso Viejo's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Aliso Viejo area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Aliso Viejo area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Aliso Viejo area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Aliso Viejo area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Aliso Viejo area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Aliso Viejo area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Aliso Viejo, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aliso Viejo, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Aliso Viejo financial advisors.
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How Retirement-Friendly is Aliso Viejo, CA?

  • Population: 50,663
  • % of Population 62 Years and Over: 11.8%
  • Average Home Value: $640,400
  • Average Monthly Housing Cost: $2,396
  • Average Household Income: $135,824
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Aliso Viejo, CA


FLEXPATH STRATEGIES

Website

(949) 460-9898

120 Vantis Suite 400

Aliso Viejo, CA 92656

SEC#: 801-80914
Years in Business: 6 years

SST BENEFITS CONSULTING

Website

(949) 460-9898

120 Vantis
Suite 400
Aliso Viejo, CA 92656

SEC#: 801-110377
Years in Business: 4 years

ANCHOR CAPITAL

Website

(800) 290-8633

15 Enterprise
Suite 450
Aliso Viejo, CA 92656

SEC#: 801-61643
Years in Business: 18 years

NOBLE WEALTH MANAGEMENT, INC.

Website

(888) 272-2008

6B Liberty
Suite 130
Aliso Viejo, CA 92656

SEC#: 801-108555
Years in Business: 4 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

120 Vantis Drive
Suite 585
Aliso Viejo, CA 92656

SEC#: 801-80575
Years in Business: 6 years

NFP RETIREMENT INC.

Website

(949) 460-9898

120 Vantis
Suite 400
Aliso Viejo, CA 92656

SEC#: 801-66107
Years in Business: 15 years

SELECT PORTFOLIO MANAGEMENT INC

Website

(949) 975-7900

26800 Aliso Viejo Parkway
Suite 150
Aliso Viejo, CA 92656

SEC#: 801-44268
Years in Business: 28 years

SELECT MONEY MANAGEMENT, INC.

Website

(949) 975-7900

26800 Aliso Viejo Pkwy
Ste 150
Aliso Viejo, CA 92656

SEC#: 801-71212
Years in Business: 11 years

PACIFIC SUN FINANCIAL CORP

Website

(949) 716-8646

95 Argonaut
Suite 105
Aliso Viejo, CA 92656

SEC#: 801-107989
Years in Business: 5 years