
Find a Financial Advisor in San Clemente, CA
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Our Process for Choosing
An Independent Financial Advisor in San Clemente, CA
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Financial Advisor Close to San Clemente, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in San Clemente, 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
Find a Fee-Only Financial Planner Near San Clemente, CA
We evaluated over 13,000 RIA firms to bring you the best of the best San Clemente financial advisors.
How Retirement-Friendly is San Clemente, CA?
- Population: 64,878
- % of Population 62 Years and Over: 21.8%
- Average Home Value: $908,400
- Average Monthly Housing Cost: $2,329
- Average Household Income: $153,362
- 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.)
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The Top Financial Advisor Firms in San Clemente, CA
SB WEALTH
(949) 766-5026109 E Escalones
San Clemente, CA 92672
SEC#: 801-113278
Years in Business: 4 years
IGNITE PLANNERS LLC
(619) 504-1907109 E. Escalones
San Clemente, CA 92672
SEC#: 801-112029
Years in Business: 4 years
STEPHENSON AND COMPANY, INC.
(949) 727-4255241 Avenida Del Mar
San Clemente, CA 92672
SEC#: 801-117128
Years in Business: 2 years
LION STREET ADVISORS, LLC
(877) 930-1100203 Trafalgar Ln
San Clemente, CA 77064
SEC#: 801-107414
Years in Business: 6 years
SILVERPEAK REAL ESTATE PARTNERS L.P.
(949) 916-8469209 Avenida Fabricante
San Clemente, CA 92672
SEC#: 801-73241
Years in Business: 10 years
BCJ CAPITAL MANAGEMENT, LLC
(909) 792-83941181 Puerta Del Sol
Suite 120
San Clemente, CA 92673
SEC#: 801-58087
Years in Business: 21 years
CREATIVE FINANCIAL DESIGNS, INC.
(949) 510-856129 Via Jacobea
San Clemente, CA 92673
SEC#: 801-60153
Years in Business: 21 years
GLOBAL RETIREMENT PARTNERS LLC
(949) 218-8086927 Calle Negocio, Suite G
San Clemente, CA 92673
SEC#: 801-80074
Years in Business: 7 years
BCJ CAPITAL MANAGEMENT, LLC
(909) 792-83941181 Puerta Del Sol
Suite 120
San Clemente, CA 92673
SEC#: 801-58087
Years in Business: 21 years
San Clemente, CA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.