Find a Financial Advisor in Dana Point, CA

 

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

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We Only Work With The Best Dana Point Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Dana Point, CA


  • Financial Advisor Close to Dana Point, 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

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

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

  • Population: 33,769
  • % of Population 62 Years and Over: 29.1%
  • Average Home Value: $888,100
  • Average Monthly Housing Cost: $2,215
  • Average Household Income: $143,649
  • 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 Dana Point, CA

 

THE CLARK GROUP ASSET MANAGEMENT

Website

(949) 558-3898

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629

SEC#: 801-77136
Years in Business: 9 years

OPTIVEST, INC.

Website

(949) 363-8686

24901 Dana Point Harbor Drive
Suite 200
Dana Point, CA 92629

SEC#: 801-68965
Years in Business: 13 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 648-2111

24661 Del Prado
#5
Dana Point, CA 92629

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 648-2111

24661 Del Prado
#5
Dana Point, CA 92629

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 648-2111

24661 Del Prado
#5
Dana Point, CA 92629

SEC#: 801-80575
Years in Business: 7 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 648-2111

24661 Del Prado
#5
Dana Point, CA 92629

SEC#: 801-80575
Years in Business: 7 years

VALLEY WEALTH STRATEGIES, LLC

Website

(949) 218-7911

34189 Pacific Coast Highway
Suite 204
Dana Point, CA 92629

SEC#: 801-113081
Years in Business: 3 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 648-2111

24661 Del Prado
#5
Dana Point, CA 92629

SEC#: 801-80575
Years in Business: 7 years

TXRE ADVISERS, LLC

Website

(949) 388-1700

33971 Selva Road
Suite 135
Dana Point, CA 92629

SEC#: 801-73766
Years in Business: 9 years

 


Dana Point, CA Financial Advisor FAQs

A personal financial advisor helps clients manage their savings and improve their financial health. Advisors often do so to help clients reach long term goals such as paying off a mortgage or paying for their childrens’ college tuition. Financial advisors can specialize in many different areas. While they are most commonly associated with investment strategy, financial advisors can also help clients with investment portfolio management, tax planning and insurance policy selection. Many personal financial advisors live and conduct their business in the same communities as their clients. This allows them to develop deep, long-lasting relationships with those who entrust them to take their money. Other financial advisors are not even human, but rather robo-advisors, computer algorithms which can give clients general investment advice depending on the information they are given.
Located near the southern tip of Orange County, Dana Point has a long history of being a popular beachside destination due to its luxury residential area and attractive commercial districts as well as iconic locales like Doheny State Beach and Dana Point Harbor. It has long been considered one of the most beautiful areas of the California coast Dana Point is also well known for its steep cliffs that provide breathtaking views of the Pacific Ocean from the luxury homes perched upon them. Financial advisors serving Dana Point also serve: Laguna Niguel, San Clemente, Coto De Caza, Seal Beach, Irvine, Orange County, Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, and Mission Viejo.