Find a Financial Advisor in San Clemente, CA

 

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

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We Only Work With The Best San Clemente Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in San Clemente, CA


  • Financial Advisor Close to San Clemente, 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

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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in San Clemente, CA

 

SB WEALTH

Website

(949) 766-5026

109 E Escalones

San Clemente, CA 92672

SEC#: 801-113278
Years in Business: 3 years

IGNITE PLANNERS LLC

Website

(619) 504-1907

109 E. Escalones

San Clemente, CA 92672

SEC#: 801-112029
Years in Business: 4 years

STEPHENSON AND COMPANY, INC.

Website

(949) 727-4255

241 Avenida Del Mar

San Clemente, CA 92672

SEC#: 801-117128
Years in Business: 2 years

LION STREET ADVISORS, LLC

Website

(877) 930-1100

203 Trafalgar Ln

San Clemente, CA 77064

SEC#: 801-107414
Years in Business: 5 years

SILVERPEAK REAL ESTATE PARTNERS L.P.

Website

(949) 916-8469

209 Avenida Fabricante

San Clemente, CA 92672

SEC#: 801-73241
Years in Business: 9 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(909) 792-8394

1181 Puerta Del Sol
Suite 120
San Clemente, CA 92673

SEC#: 801-58087
Years in Business: 21 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(949) 510-8561

29 Via Jacobea

San Clemente, CA 92673

SEC#: 801-60153
Years in Business: 20 years

GLOBAL RETIREMENT PARTNERS LLC

Website

(949) 218-8086

927 Calle Negocio, Suite G

San Clemente, CA 92673

SEC#: 801-80074
Years in Business: 7 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(909) 792-8394

1181 Puerta Del Sol
Suite 120
San Clemente, CA 92673

SEC#: 801-58087
Years in Business: 21 years

 


San Clemente, CA Financial Advisor FAQs

Personal financial advisors help clients get the most out of their savings through a variety of methods. One common area covered by financial advisors is investment strategy, which is most commonly associated with the profession, but financial advisors can also help in other areas like investment portfolio management, estate planning and insurance policy selection. Every client is different, so financial advisors will meet with each client and come up with a plan that meets their current financial state as well as their future goals. Personal, or traditional, financial advisors often live and work in the same communities as their clients. This allows them to build long-term relationships with those clients and remain accessible to them. Some financial advisors, though, conduct their business entirely online, a new and increasingly common trend as technology has allowed for it. Additionally, there is such a thing as robo-advisors, computer algorithms which spew basic financial advice based on information that the client inputs.
At the southwestern tip of Orange County, San Clemente is the southernmost beach city in the region. Its residential areas reach high into the hills to the east while the bustling downtown district slopes downward to the beach and the popular San Clemente pier. Its beautiful Spanish architecture in commercial districts and ideal climate make it a popular beachside destination year-round. Famous natives of San Clemente include film director Rian Johnson and NFL quarterback Sam Darnold. Our San Clemente Financial Advisors also serve in these surrounding areas: Dana Point, Coto De Caza, Seal Beach, Irvine, Orange County, Newport Beach, Laguna Beach, Corona Del Mar, Huntington Beach, and Mission Viejo.