Fiduciary Financial Advisors in Laguna Beach

 

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

 

Meet With An

Independent Financial Advisor In Laguna Beach


Step 1:
Fill Out The Form

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

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in Laguna Beach


$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.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor in Laguna Beach Help You?


A personal financial advisor helps clients manage their savings wisely through a variety of different methods and strategies. 

While this can include investment portfolio strategy, a common misconception is that this is the only area where financial advisors help clients. 

Personal financial advisors, however, can specialize in many different areas, such as estate planning and insurance policy selection. 

They will meet with clients to diagnose financial health and develop plans to achieve those clients’ long term savings goals. 

Personal financial advisors will often live and work in the same communities as their clients, providing a personal touch that helps earn those clients’ trust. 

Personal financial advisors are also sometimes called traditional financial advisors because of the existence of robo-advisors, computer-generated algorithms which spew basic investment advice based on information the client gives them.

Questions To Ask Your Laguna Beach Financial Advisor


Are you a fiduciary?

  • Fiduciaries are financial advisors who are required to always act in the best financial interests of their clients.

    Non fiduciary financial advisors can receive compensation for using certain products or services that may not be in their clients’ best interests.

  • How much money do you currently manage?
  • If a client trusts a financial advisor with large sums of money, it stands to reason that that advisor has proven himself or herself trustworthy.

    However, you want to make sure your financial advisor is not spread too thin and has enough time to tend to your assets.

  • What kind of qualifications do you have?
  • Financial advisors must pass three tests and possess a bachelor’s degree to legally practice.

    However, many often go on to get additional certifications such as Certified Financial Planner (CFP) and Chartered Investment Management Advisor (CIMA).

  • Find A Fee-Only Financial Advisor Near Laguna Beach

    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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    Top Financial Advisors Serving Laguna Beach

    One of the most iconic beach cities in California, Laguna Beach sits nestled among the rolling hills and steep coastline bluffs of south Orange County. It is home to a historic old town with pristine Spanish architecture and a popular surfing community, as its craggy beach coves lead to high surf. Its beaches are known for their scenic views and clear sand, not to mention the steep pathways down from beachside roads. Despite being relatively far from a major highway, Laguna Beach remains a popular tourist spot and beachside getaway.

    Our financial advisors can serve you anywhere near the Laguna Beach area.

    This includes:

    When Do You Want To Retire?


    How far away is your dream life?

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    FAQs About Certified Financial Advisors In Laguna Beach

    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.