Fiduciary Financial Advisors in Dana Point, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 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

 

How Can a Financial Advisor in Dana Point, CA Help You?

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.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Dana Point, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 18301 Von Karman Blvd., Suite 410, Irvine, CA 92612


Top Financial Advisors Serving Dana Point, CA

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. 

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Dana Point, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.