Find a Financial Planner in Costa Mesa, CA

 

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We Only Work With The Best Costa Mesa 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 Costa Mesa, CA


  • Financial Advisor Close to Costa Mesa, 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 Costa Mesa Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Costa Mesa area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Costa Mesa 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.
13.8% of Costa Mesa'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 Costa Mesa area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Costa Mesa area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Costa Mesa area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Costa Mesa area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Costa Mesa 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 Costa Mesa area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 113,159
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $761,200
  • Average Monthly Housing Cost: $1,945
  • Average Household Income: $109,313
  • 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 Costa Mesa, CA


PAN GLOBAL ADVISERS, LLC

Website

(949) 878-9410

695 Town Center Drive
7th Floor
Costa Mesa, CA 92626

SEC#: 801-115286
Years in Business: 2 years

20/20 CAPITAL MANAGEMENT, INC

Website

(714) 433-1299

940 South Coast Drive
Ste 110
Costa Mesa, CA 92626

SEC#: 801-106924
Years in Business: 5 years

GW FINANCIAL

Website

(714) 850-0534

151 Kalmus Drive
Suite C-150
Costa Mesa, CA 92626

SEC#: 801-18321
Years in Business: 38 years

CLEARVIEW INVESTMENT PARTNERS, LLC

Website

(949) 200-1560

3151 Airway Avenue
Suite U-1
Costa Mesa, CA 92626

SEC#: 801-70141
Years in Business: 12 years

CHECK CAPITAL MANAGEMENT INC

Website

(714) 641-3579

575 Anton Blvd
Ste 500
Costa Mesa, CA 92626

SEC#: 801-29001
Years in Business: 34 years

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Website

(949) 878-9400

695 Town Center Drive
Suite 700
Costa Mesa, CA 92626

SEC#: 801-110232
Years in Business: 4 years

MITCHELL PORTFOLIO MANAGEMENT, L.P.

Website

(714) 432-5300

3187-D Airway Avenue

Costa Mesa, CA 92626

SEC#: 801-79928
Years in Business: 7 years

LEISURE CAPITAL MANAGEMENT, INC.

Website

(714) 384-4050

650 Town Center Dr.
Suite 670
Costa Mesa, CA 92626

SEC#: 801-61416
Years in Business: 18 years