Financial advisors in Costa Mesa, CA

149 match · page 1 of 5

Alicia Berniard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andi Kang
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Johnson
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Rupnow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christiane Tomasi
Financial advisor at Cs Tomasi Wealth Management
Cs Tomasi Wealth Management · $110.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Dodgen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Stevens
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Esmeralda Almazan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evelyn Zohlen
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Greg Cancino
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Henk Pieters
Financial advisor at Investus Financial
Investus Financial · $72.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Curtis
Financial advisor at James Curtis Financial and Insurance Services
James Curtis Financial and Insurance Services · $99.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Gilmore
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeff Menning
Financial advisor at Rwa Wealth Partners
Rwa Wealth Partners · $19.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Miller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Silverman
Financial advisor at Rwa Wealth Partners
Rwa Wealth Partners · $19.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristoffer Fu
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Hurt
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lance Blount
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margery Neis
Financial advisor at Sovran Advisors, LLC
Sovran Advisors, LLC · $1.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Prendergast
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maureen Ault
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Joko
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Lang
Financial advisor at Accel Advisors, Inc.
Accel Advisors, Inc. · $5.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Shier
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Saimir Prapaniku
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samantha Vient
Financial advisor at Ellevest
Ellevest · $1.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Lee
Financial advisor at Rwa Wealth Partners
Rwa Wealth Partners · $19.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tami Simpson
Financial advisor at Wealth Financial Group West, Inc.
Wealth Financial Group West, Inc. · $21.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Troy Folk
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Costa Mesa, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Costa Mesa, CA.

How this list works

Before you hire an advisor in Costa Mesa, CA