Financial advisors in Tustin, CA

18 match

Brandon Kelly
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Douglass
Financial advisor at Financial Advisors Network, Inc.
Financial Advisors Network, Inc. · $1.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Bennett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cornelius Van Zutphen
Financial advisor at Intrinsic Wealth Counsel, Inc.
Intrinsic Wealth Counsel, Inc. · $344.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Hurford
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Kasoff
Financial advisor at Ikigai Planning
Ikigai Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Royal
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Windawi
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Kenshalo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Garl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Paul
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rod Kamps
Financial advisor at Financial Advisors Network, Inc.
Financial Advisors Network, Inc. · $1.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ruben Tarkhanyan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Lovell
Financial advisor at 21 West Wealth Management LLC
21 West Wealth Management LLC · $137.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Perkins
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Powell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tammy Lee
Financial advisor at Arax Advisory Partners
Arax Advisory Partners · $26.52B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tu Tran
Financial advisor at Crosspoint Financial, LLC
Crosspoint Financial, LLC · $157.1M 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 Tustin, 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 Tustin, CA.

How this list works

Before you hire an advisor in Tustin, CA