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Financial Advisors in Huntington Beach, California (Orange County)

Beacon Financial Partners, LLC
Huntington Beach, CA
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Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpe... See More

Marco Scalco
6 miles from Huntington Beach, CA
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Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our... See More

Highlights: Annuities & Life Insurance, Stocks, IRA, Special Needs Planning, Financial Planning, CFP ®, Investment Services, Income Tax Planning, Fiduciary, Retirement Income Planning, Retirement Planning, Financial Planning Advice And Services, Young Investors, Certified Financial Planner, Advisory And Investment Management, Women's Issues, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Sustainability, Wealth Management
Linda A. Barlow, CFP
8 miles from Huntington Beach, CA

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to ... See More

Schultz Financial Management Corp.
8 miles from Huntington Beach, CA

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe... See More

Martin James Flores
8 miles from Huntington Beach, CA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP... See More

Highlights: Wealth Management, Investment Services
Fernandez Financial Advisory,LLC
8 miles from Huntington Beach, CA

Delia Fernandez, CFP, MBA

Patricia Heaton Parker, CFP®
10 miles from Huntington Beach, CA
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Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh... See More

TABR Capital Management, LLC
10 miles from Huntington Beach, CA
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Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf... See More

Klein Financial Advisors, Inc.
12 miles from Huntington Beach, CA
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Lauren Klein, CDFA, CFP, EA, MBA

Based in Newport Beach, Klein Financial Advisor, Inc. is a women-owned and women-operated firm offering fee-only investment management and wealth management services to clients throughout Southern California.
Visi... See More

Sane Credit Advice
12 miles from Huntington Beach, CA

Sane Credit Advice is a one-stop destination for all your credit card queries and doubts. The blog provides a great number of informative articles on credit history repairs, filling out credit reports, credit cards and much more. For details, visit h... See More

Highlights: Financial Planning Advice And Services, Credit Repair
Newport Financial Advisors
12 miles from Huntington Beach, CA

John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and oth... See More

MILE Wealth Management
14 miles from Huntington Beach, CA
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Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtua... See More

marrick wealth
14 miles from Huntington Beach, CA
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Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vis... See More

Index Fund Advisors
14 miles from Huntington Beach, CA

Daniel Chong
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded i... See More

Todd Hammett CPA
15 miles from Huntington Beach, CA

Our Laguna Beach CPA firm represents privately owned businesses and individuals in the areas of financial statement preparation, accounting system support, tax planning and preparation. We work closely with you and your staff to insure efficiencies i... See More

Highlights: Income Tax Planning, CPA

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