Find a Financial Planner in Orange, CA

 

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

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We Only Work With The Best Orange 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 Orange, CA


  • Financial Advisor Close to Orange, 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 Orange 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 Orange 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 work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Orange typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.5% of Orange'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 Orange area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Orange area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Orange 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 Orange 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 involves working with an attorney or financial advisor in the Orange area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the Orange area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 139,887
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $665,000
  • Average Monthly Housing Cost: $1,959
  • Average Household Income: $117,638
  • 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 Orange, CA


B.B. GRAHAM & COMPANY, INC.

Website

(714) 628-5200

1700 W. Katella Ave.

Orange, CA 92867

SEC#: 801-106968
Years in Business: 5 years

BW & ASSOCIATES, INC.

Website

(714) 998-2077

3111 N. Tustin Street
Suite 215
Orange, CA 92865

SEC#: 801-108260
Years in Business: 4 years

GUARDIAN FINANCIAL PARTNERS, LLC

Website

(949) 771-2969

635 E. Chapman Ave.

Orange, CA 92866

SEC#: 801-110423
Years in Business: 4 years

TABR CAPITAL MANAGEMENT, LLC

Website

(714) 704-9180

500 N. State College Blvd
Suite 1320
Orange, CA 92868

SEC#: 801-62650
Years in Business: 17 years

CROWN CAPITAL SECURITIES, L.P.

Website

(714) 547-9481

725 Town & Country Road
Suite 530
Orange, CA 92868

SEC#: 801-57663
Years in Business: 21 years

SECURA FINANCIAL

Website

(714) 704-6616

333 City Boulevard West,
Suite 2050
Orange, CA 92868

SEC#: 801-113072
Years in Business: 3 years