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Financial Advisors in Los Alamitos, California (Orange County)

Martin James Flores
Los Alamitos, 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

Delia Fernandez, CFP, MBA

Marco Scalco
Seal 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
Sane Credit Advice
7 miles from Los Alamitos, 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
Beacon Financial Partners, LLC
8 miles from Los Alamitos, 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

TABR Capital Management, LLC
12 miles from Los Alamitos, 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

Patricia Heaton Parker, CFP®
12 miles from Los Alamitos, 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

Linda A. Barlow, CFP
12 miles from Los Alamitos, 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.
12 miles from Los Alamitos, 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

Taylor Wealth Management
14 miles from Los Alamitos, CA
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Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your... See More

Abbas A. Heydari, CFP®
14 miles from Los Alamitos, CA

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

Highlights: Fiduciary, Retirement Planning, Comprehensive Financial Planning, Independent Investment Advisor, Retirement Distribution Plan, Investment Services, NAPFA Member, Certified Financial Planner, Fee Only
Dorsey Wealth Management
14 miles from Los Alamitos, CA
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Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and... See More

Highlights: Income Tax Planning, Retirement Planning, Retirement Planning Advice And Services, Investment Advice, Mutual Funds, Rollovers, Middle Income, Retirement Scenario Planning, Retirement Planning & Investing, Financial Planning Advice And Services, Investment Planning, Focus On Financial Planning For Women, Investment Consulting, Certified Financial Planner, Member Of NAPFA, Retirement Distribution Plan, Registered Investment Advisor, Fee-Only, MBA, NAPFA Member
Impact Fiduciary LLC
15 miles from Los Alamitos, CA
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Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partn... See More

Socialyte Capital
15 miles from Los Alamitos, CA
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Noa Hoffman, CFP, CFP

Equalis Financial
15 miles from Los Alamitos, CA
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Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heart... See More

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