Fiduciary Financial Advisors in San Clemente, CA

 

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

 

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

 

How Can a Financial Advisor in San Clemente, CA Help You?

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.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near San Clemente, CA

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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Nearest Partner: 18301 Von Karman Blvd., Suite 410, Irvine, CA 92612


Top Financial Advisors Serving San Clemente, CA

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:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In San Clemente, CA

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.