Financial advisors in Laguna Hills, CA

19 match

Amirreza Kayyal
Financial advisor at Fusion Financial
Fusion Financial · $2.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew McVay
Financial advisor at Avalon Financial Advisors
Avalon Financial Advisors · $4.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Runyon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Delatola
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Ortega
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ernest Garrett
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frederick Sanchez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Gordon
Financial advisor at Pacific Park Financial, Inc.
Pacific Park Financial, Inc. · $221.6M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Hooman Karbasion
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Azar
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Obest
Financial advisor at Mwa Financial Services, Inc.
Mwa Financial Services, Inc. · $640M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martin Standish
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Mar
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Narine Mardanyan
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 ↗
Paul Barlow
Financial advisor at Barlow, Paul David
Barlow, Paul David · $1.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paula Durrant
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robyn Clarke
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terry Anderson
Financial advisor at Laguna Financial Advisory
Laguna Financial Advisory · $93.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tracy Kuntz
Financial advisor at Towneley Capital Management, Inc.
Towneley Capital Management, Inc. · $1.09B 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 Laguna Hills, 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.

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Financial advisors in Laguna Hills, CA.

How this list works

Before you hire an advisor in Laguna Hills, CA