Find a Financial Planner in Fullerton, CA

 

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

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We Only Work With The Best Fullerton 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 Fullerton, CA


  • Financial Advisor Close to Fullerton, 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 Fullerton Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Fullerton area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Fullerton can include managing client retirement accounts, investments, tax plans, and more.
16.3% of Fullerton'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 Fullerton 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 Fullerton 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 is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Fullerton area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Fullerton 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 Fullerton 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 Fullerton area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 139,611
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $660,300
  • Average Monthly Housing Cost: $1,749
  • Average Household Income: $106,314
  • 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 Fullerton, CA


WC WALKER & ASSOCIATES, INC.

Website

(714) 446-8750

623 N. Harbor Blvd.

Fullerton, CA 92832

SEC#: 801-117603
Years in Business: 1 years

ECLECTIC ASSOCIATES, INC.

Website

(714) 738-0220

1021 W. Bastanchury Road
Suite 120
Fullerton, CA 92833

SEC#: 801-21175
Years in Business: 36 years

KEMP FINANCIAL MANAGEMENT, LLC

Website

(714) 257-0800

2286 N. State College Blvd.

Fullerton, CA 92831

SEC#: 801-66565
Years in Business: 14 years