The Best Financial Advisors in Santa Ana

Here is our List of the 10 Santa Ana Financial Advisor
Ametrine Financial & Insurance Services

Ametrine; an extremely rare quartz, is the inspiration for Ametrine Financial Services due to its representation of the qualities that we believe make us unlike any other.

Unearthed from a single mine in Bolivia, Ametrine in its natural form is incredibly rare therefore holding great value and worth. Displaying a blend of yellow and purple, each stone is unlike another, distinct and extremely durable.

Ametrine Financial Services, established in 1994 by founder Amine Mabsout, was built on the foundation of hard work, trust, and respect. Like every Ametrine stone, we know that each of our clients is one of a kind; presenting a mix of history, life experience and individual goals that are completely unique to them.

We make certain to have a deep understanding of individual needs and situation to define financial priorities and goals. From there, we build on the foundation of insight and trust to create a strategy in line with individual values and goals.

Our area of concentration and knowledge lies in the complex financial aspects of retirement and pre-retirement. We work one-on-one with individuals, families and business owners to assess financial circumstances and shape strategies designed to both grow and preserve assets during working accumulation years and at retirement.

Precise attention is granted to each client’s specific circumstances to help provide financial security, reduce uncertainty and mitigate financial risk to achieve long-term goals.

Services

  • Investment Planning
  • Retirement Planning
  • Life Insurance
  • Business Solutions
171 South Anita Drive Suite 107 Orange, CA 92868
Ann Poloko, LLC

We help retirees and pre-retirees in Southern California make sense of their finances and manage what they have worked so hard to build. We have a special focus on helping clients create comfortable retirement lifestyles and leave legacies of love.

Our clients are hard-working individuals with unique visions of the future who want to build long-term relationships with a team of financial professionals that truly care about their needs.

Many of our clients are currently working with an advisor but still have concerns about building a future in turbulent times.

As an independent firm, we have no corporate ties or proprietary interests to serve. This freedom gives us the ability to focus fully on doing what’s right for you every time.

Our team members have invested in themselves with advanced training and professional education. Our strategies are guided by a disciplined financial planning process that is backed by research and experience.

Services

  • Retirement
    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
  • Estate
    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
  • Investment
    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.
1432 Edinger Avenue Suite 140 Tustin, CA 92780
Arenite Advisory

Arenite Advisory, Inc. is a full-service financial advisory firm serving clients across the country. Our services include comprehensive wealth management with retirement planning for individuals and business owners, education funding, insurance, wealth protection.

Building real, durable wealth requires more than saving and investing. It requires careful strategic planning, discipline, focus, adaptation, and detailed knowledge of financial and insurance products best suited to meet individual needs with precision.

Our team of accredited financial planners focuses on building a foundation of wealth that endures and performs to your plan regardless of the unpredictability of markets and life.

Comprehensive Wealth Management is at the apex of what we do as financial planners, it’s the infrastructure that supports your financial system.

It encompasses multiple interrelated financial disciplines, from financial planning (decisions and goals you control) to investing to behavioral coaching to relationships. Each discipline is successful only when carefully considered as a part of the larger scope of building foundational wealth.

Services

  • Comprehensive wealth management
  • Retirement planning
  • Education funding
  • Insurance
  • Wealth protection
  • Legacy planning
One East Liberty Street, Suite 600 Reno, NV 89501
Aros Asset Management Inc

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Whether you need strategies for wills and trusts, fringe benefits, or an insurance evaluation you will find the support you need at Aros Asset Management, Inc. Our recommendations are always driven by what we believe to be in your best interest, based on the information you provide.

During your Complimentary Introductory Meeting, we will get to know one another, discover what challenges you are facing and what questions you hope to have answered. Together we thoroughly analyze your financial situation to provide clarity for your current needs and future goals.

We determine if you are on course to pursue your dreams, then we present strategies to either get you back on track or ongoing discipline to keep you focused on your goals. We will meet for an Account Review on a quarterly basis for at least the first year to ensure that you are comfortable with your investments.

Services

  • Wealth Building
  • Asset Protection
  • Diversification
  • Children’s Education Planning
  • Basic Retirement
  • Insurance Planning; including
  • Life Insurance, Health/Dental Insurance and Medicare Planning
  • Estate Plan Reviews
  • Cash Flow Analysis
  • Income & Retirement Planning
500 North State College Boulevard Suite 1100 Orange, CA 92868
Barnett Financial Planning

If you are looking for independent, objective hourly, as needed financial planning and advice — without account minimums or conflicts of interest — you have come to the right place.

As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.

Barnett Financial Planning works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life – on an hourly, project, or retainer basis.

We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing comprehensive planning that addresses all aspects of your financial life.

We do not require asset management, long-term contracts or income minimums. We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis. You can be assured that our recommendations benefit our clients and only our clients.

Services

  • Personal and Business Financial Planning
  • Retirement Planning Strategies
  • Cash Flow and Budget Planning
  • Investment Analysis and Portfolio Design
  • College Funding Advice
  • Lump Sum Distribution Advice
  • Taxation Advice
  • Ongoing Asset Management
  • Risk Management and Insurance Planning
  • Estate Planning Advice
  • Second Opinion on Investments or Current Financial Plan
  • Real Estate Analysis
11801 Pierce St., 2nd Floor Riverside, CA 92505
Crossroads Planning, LLC

We believe that every decision we make may permanently alter our lives. Every choice we make brings us to an alternative. At Crossroads Planning, it is our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives.

Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning. We strive to ensure that our individual and small business clients receive the highest level of care and service.

We strive to build a strong foundation with each and every client and provide the best possible solution. Instead of the traditional one-on-one adviser to client approach, we believe in a team effort. We desire to establish a long-lasting relationship with each and every client that can be passed on from one generation to the next.

Services

  • Financial Planning
    Our Financial Planning process is all about empowering you with the tools required to make sound financial decisions and achieve your goals.
  • Project-Based
    Although we believe comprehensive planning services are the best value, we do realize that you may need help to resolving a single financial issue.
  • Wealth Management
    Our Wealth Management philosophy is to manage your money in low-cost, tax-efficient, globally diversified portfolios for the longer-term.
  • Tax Preparation
    We provide accurate, and timely tax preparation and consultation services for individuals, families, and small businesses.
765 The City Dr. S. Suite 390 Orange, CA 92868
Daniel Roberts MSFS

With over 40 years of financial services experience, two degrees, 15 advanced certifications, and eight financial licenses, I have the experience and education to help you set yourself up for financial success.

The economy is not static, and your investment allocation and holdings should not be either. My unique Cyclical Investing Strategy takes advantage of economic cycles and avoids the shortcomings of “buy and hold”.

I look at your financial picture from every vantage point. You’ll get a personalized 6-Component Financial Plan that addresses everything from cash flow, income taxes and debt to wealth growth, personal risk, and estate planning.

Because I am not limited to offering just the financial products and vehicles provided by one particular company, you get the peace of mind that comes with knowing you’re getting completely unbiased advice.

You’ll never be “just a number” with me. In addition to my Quarterly Financial Update Report Client Service Model and reviews, you’ll always have someone to call when financial issues arise. My expert financial guidance and advice is included as part of the service I provide.

Services

  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • 401(k) and other Company Sponsored Plans
  • Disability Income and Other Insurance*
  • Asset Management Accounts
  • Mutual Funds
  • Education Planning
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Insurance and annuity products
603 Park Center Drive, Suite 104 Santa Ana, CA 92705
Financial Advisors Network, Inc.

Financial Advisors Network, Inc. is a comprehensive financial advisory firm serving hundreds of local families. We specialize in: Retirement Planning, Tax Planning, Insurance Planning, Investment Management, and Estate Planning.

Financial Advisors Network provides financial planning and advisory services for clients nearing or in retirement. As a team, we are not incentivized to provide services, but rather, we earn our fee based on our client’s account balance over time.

Rod Kamps, CFP® AIF®, started the company in a small home office in 1999 after holding the position of Senior Financial Consultant at Cal Fed Bank. Passionate about education, Rod began by teaching investment and financial planning strategies through a series of classes at various college campuses.

The financial advisors at Financial Advisors Network provide this training today, and believe education is the premise of how clients and advisors can make sound decisions together.

Services

  • Investment Management
    In today’s ever-changing market, responsible investment management could not be more important. There are many choices that need to be made regarding investment options, all of which can have a drastic impact on your overall investment portfolio.
  • Retirement Planning
    Successful retirement planning can help maximize the enjoyment of your retirement years. The choices you make today may determine how well you live during retirement. Proper preparation can help you experience your ideal retirement.
1432 Edinger Ave, Suite 200 Tustin, CA 92780
Financial Strategies – Wealth Management Group

We aren’t all things to all people, but we are dedicated financial professionals for you, a select group of successful individuals, professionals and business owners who expect bespoke services to fit your specific needs.

Services

  • Asset Management
    Are you ready for institutional money management? Perhaps your broker never offered this level of service to you. Would it be worth your time to discuss Institutional vs Traditional asset management? While we’re talking, let’s discuss hidden fees you might be paying, too.
  • Retirement Planning
    It’s never too early, or what you think may be too late to plan for retirement. Pre-retirees and retirees work with us to create wealth, and plan for and distribute their assets. You supply your goals for growth, income distribution, cash flow and legacy plans, and let us build the plan for you. It’s all about you, just as it should be.
  • 401(k) Management
    Don’t take on complicated compliance issues and documentation by yourself. Our services are ideal for small-to-medium-size businesses.
  • DSTs (Deferred Sales Trusts)
    This tax-based strategy allows sellers of high-value assets (real estate, valuables, collectibles) to defer payment of capital gains taxes. If you aren’t using this strategy, you might want to talk to us.
  • College Funding Program
    This awesome program is way beyond the traditional 529 Plan. Parents of college-bound high school students (Freshmen – Senior): Did you know that tuition is negotiable?
6 Hutton Centre Drive Penthouse Suite 1400 Santa Ana CA 92707
Heritage Planning Financial Group Inc.

Our purpose here at Heritage Planning Financial Group, Inc. is to simplify the financial decision making portion of our clients’ lives. We do that by providing as much information and advice as you need to make decisions relative to your financial life plan. That plan for each of us has major components.

It has an accumulation phase, a growth phase and a distribution phase. Decision making is hard enough without having to contact many different sources and trying to figure out which is the most important priority at that time.

There are tax considerations, investment decisions, insurance input, and real estate decisions just to name a few. We put as many of those resources together for you under one roof for your easy access.

For example, our office is led by an experienced tax accountant. No decisions are made without considering the impact of Uncle Sam. We, as a group, act as coach for you, the quarterback, who is ultimately responsible for the financial game plan.

Services

  • INVESTMENT
    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.
  • INSURANCE
    Insurance transfers the financial risk of life’s events to an insurance company.
  • TAX
    Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
  • RETIREMENT
    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
600 North Tustin Avenue Suite 120 Santa Ana, CA 92705

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria