Find a Financial Advisor in Santa Ana, CA

 

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

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We Only Work With The Best Santa Ana 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 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 Santa Ana, CA


  • Financial Advisor Close to Santa Ana, 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 Santa Ana, 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 Santa Ana, CA

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

  • Population: 332,794
  • % of Population 62 Years and Over: 11.4%
  • Average Home Value: $501,400
  • Average Monthly Housing Cost: $1,583
  • Average Household Income: $83,475
  • 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 Santa Ana, CA

 

LINDA A. BARLOW, CFP

Website

(714) 953-1232

2700 N. Main Street
Ste 850
Santa Ana, CA 92705

SEC#: 801-60157
Years in Business: 20 years

GOLDEN STATE ASSET MANAGEMENT

Website

(866) 273-1563

201 E. Sandpointe Ave. #460

Santa Ana, CA 92707

SEC#: 801-114659
Years in Business: 2 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(714) 420-3666

1202 W Santa Clara

Santa Ana, CA 92706

SEC#: 801-72203
Years in Business: 10 years

CUNA BROKERAGE SERVICES, INC.

Website

(714) 466-8397

2115 North Broadway

Santa Ana, CA 92706

SEC#: 801-60099
Years in Business: 20 years

DIMEO SCHNEIDER & ASSOCIATES LLC

Website

(180) 039-9998

1551 N. Tustin Ave.

Santa Ana, CA 92705

SEC#: 801-48820
Years in Business: 26 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(213) 570-1316

3651 S. Bear Street
Unit H
Santa Ana, CA 92704

SEC#: 801-79938
Years in Business: 7 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(714) 420-3666

1202 W Santa Clara

Santa Ana, CA 92706

SEC#: 801-72203
Years in Business: 10 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(213) 570-1316

3651 S. Bear Street
Unit H
Santa Ana, CA 92704

SEC#: 801-79938
Years in Business: 7 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(714) 420-3666

1202 W Santa Clara

Santa Ana, CA 92706

SEC#: 801-72203
Years in Business: 10 years

 


Santa Ana, CA Financial Advisor FAQs

The role of a financial advisor is one that takes time and experience to develop. They can advise clients on portfolio management, investment strategy, risk management, retirement planning or any other kind of related question.
Assess your needs - Make a list of all the things you want to accomplish financially, whether short term, long term or just for fun. Who do I speak to? Once you know your financial goals it is time to find an advisor who meets your needs concerns-wise as well as by geographical concerns.
That largely depends on your level of understanding and experience with finances. If this is something that's new to you or that requires specialized knowledge, check out our article here for some things to take into consideration when looking for an advisor.
There are a variety of ways for a financial advisor to get paid. One way is if their clients execute on plans made by the advisor, the service provider usually charges a fee that pays them directly each time one of these transactions takes place. The other popular method of payment is commission.