What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Irvine, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Irvine, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Annette Di Bello
CPA/PFS, CFP®
Di Bello Financial
Mission Viejo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Providing tax-smart wealth management through customized investment portfolios, proactive tax planning, retirement planning, and comprehensive financial planning. CPA/PFS & CFP®.
JP Geisbauer
CFP®, CPA, MST
Centerpoint Financial Management LLC
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Analysis, Tax Planning, Investment Management, Legacy Planning
Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.
Jared Tanimoto
CFP®
Sedai Wealth
Irvine, CA
Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between
I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.
Dane May
DePaolo & May Strategic Wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Patrick Chu
CPA/PFS, CFP®
marrick wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Our team specializes in helping you craft a personalized, tax-smart plan to transform your aspirations into reality. Located in Orange County (Irvine, CA ), serving clients locally and across the country.
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Kyle DePaolo
DePaolo & May Strategic Wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis
Fee-Only financial planner located in Irvine, CA, helping grow and protect wealth for successful families, entrepreneurs, and young high earners.
Michael Pash
CFP®, AIF®, MBA
Pure Financial Advisors
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes
Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.
Gerald Graves
Filigree Wealth Advisors
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Spencer Campman
CFP®, AAMS™®, CRPC®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Tyler Vasquez
CFP®
Three Arch Wealth Management
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Strategy, Business Exit Planning, Equity Compensation Planning
We are a full-service, boutique wealth management firm serving families and institutions with $500k+ in investable assets.
Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
Irvine, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Ryan Collette
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Irvine, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Joshua Land
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Nick Covyeau
CFP®
Swell Financial
Costa Mesa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars
Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.
Yuhsin Wang
CFA, CFP®, CPA
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Avetis Yetenekyan
CFA, CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jason Co
CFP®
CoPlanning Financial
Irvine, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.
Armando Estevane
CFP®
EP Wealth Advisors
Irvine, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Marty McNamara
CPA/PFS, CFP®
marrick wealth
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Jason Stein
CFP®, RICP®
Bluepoint Wealth Advisors
Irvine, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Low-tax Investing, Vanguard Investment Philosophy, Tax-efficient income strategies
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
