Find a Financial Planner in Anaheim, CA

 

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We did the hard work of finding trustworthy partners in Anaheim, CA.

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We Only Work With The Best Anaheim 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 Anaheim, CA


  • Financial Advisor Close to Anaheim, 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 Anaheim Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Anaheim area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Anaheim can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
14.3% of Anaheim's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Anaheim area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Anaheim area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Anaheim area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Anaheim area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Anaheim area, it typically 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 Anaheim area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 349,964
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $583,700
  • Average Monthly Housing Cost: $1,712
  • Average Household Income: $92,330
  • 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 Anaheim, CA


WESCOM FINANCIAL SERVICES, LLC

Website

(888) 879-5104

5601 E. La Palma Ave

Anaheim, CA 92807

SEC#: 801-113359
Years in Business: 2 years

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

Website

(714) 572-2050

3061 E. La Palma Ave.

Anaheim, CA 92806

SEC#: 801-63394
Years in Business: 16 years

ZINVEST FINANCIAL SERVICE LLC

Website

(949) 309-3286

2400 East Katella Ave.
Suite 725A
Anaheim, CA 92806

SEC#: 801-117145
Years in Business: 1 years

ALPHA CENTAURI WEALTH MANAGEMENT INC.

Website

(714) 456-1790

2300 E. Katella Ave
Suite 200
Anaheim, CA 92806

SEC#: 801-63821
Years in Business: 16 years

JACK KEETER & ASSOCIATES, INC.

Website

(714) 779-9200

1251 N. Manassero St.
Suite #405A
Anaheim, CA 92807

SEC#: 801-80313
Years in Business: 6 years

CENTAURUS FINANCIAL, INC.

Website

(714) 456-1790

2300 East Katella Ave
Suite 200
Anaheim, CA 92806

SEC#: 801-56882
Years in Business: 21 years