Financial Advisors in Santa Ana, California (Orange County)

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in-depth knowledge of various deferred compensation plans and the Los Angeles City DROP program.
We do not charge a percentage of assets under management, we charge flat annual retainer fees for all of our services.... See More

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their financial goals and objectives. Combined we have over 60 years of experience in academia, tax planning, corporate finance, investment management, and financial planning that we have focused into the business of SCM. We are proud to be an independent, family owned firm, which promotes a trustworthy and personable experience for our clients.... See More

Boonseon Gudmundsen, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Beacon Financial Management LLC is a fee only financial planning and investment management firm helping individuals and families with their long term financial goals. We do not believe that financial advice should be only afforded to the most affluent. We strive to make a difference in our client's lives for the long term by connecting where they currently are to where they would like to be. ... See More

Hillel Katzeff, BA, CFP, MBA

Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan reviewing all areas of your finances, a la carte advice, or a second opinion. We do not sell products, nor do we receive any commissions or third-party referral fees which ensures flexibility and objectivity. We are a Fiduciary. Free Get Acquainted Meeting.... See More

Ted Fischer, CFP, QPFC

Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.... See More

Stephan Goyette, CFP

Kenneth Gross, CFP, EA

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Robert Machado, BS, CFP, MBA, MSFP
Compass Rose Financial Planning & Investment Management is a Fee-Only, Full-Service Financial Planning Practice. We specialize in helping you "Chart Your Future" financial success. Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives, then fashioning a customized comprehensive plan, tailored to helping you achieve your specific financial goals. Although we offer Comprehensive Financial Planning, you can define your scope of your immediate concerns and focus on those specific planning needs. We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer: Goal Development Cash and Debt Management Tax Planning Estate Planning Insurance Planning Retirement Planning Educational Expense Funding Investment Planning Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. Start planning your journey today!... See More