Financial Advisors in Dana Point, California (Orange County)

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-heartedly on the principle of equality, we're an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here. What sets us apart OUR IDENTITY
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding. FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It's also our fiduciary duty to do what's best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it's unfortunately not the standard. IMPARTIAL
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. TECHNOLOGY
Like our office? You're in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location.... See More

Noa Hoffman, CFP, CFP

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 partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you.
Investment Management
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Schedule a Virtual Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com... See More

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalty is to you. We provide customized financial planning, investment advice, and portfolio management services tailored to meet your individual needs.... See More

Greg Meyer, CPA
Greg Meyer founded New Wave Financial Services to help technology entrepreneurs and professionals make sense of their complicated finances. His goal was to bring a holistic approach to the industry that would allow him to alleviate the stress often associated with taxes, investment management, and financial planning. As a CPA and a CFP, Greg has over nine years of experience advising clients on their tax and financial needs. He has become an expert in strategic financial planning and wealth management. Today, Greg continues to offer his clients complete financial security so that they can focus on what they do best.... See More

Scott Colton, CPA/PFS, MST
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William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and small business owners that seek a long-term relationship with their financial advisor. Please visit our webpage at www.wpduff.com for more information.... See More

I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, or never married, women need to know how to generate an income stream that will last throughout their lifetime so that they feel more secure about their financial future. My objective is to help women clients preserve their wealth, manage their risk, and free up their time so that they can do the things that are truly enjoyable in life.... See More

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standing relationships with them. We learn about what’s important to them, whether it be material wealth, taking care of their family, or contributing to society. We then devise a plan that optimizes their chances for success. Our full wealth plan includes an analysis of your investments, cash flow, retirement goals, tax planning strategies, and insurance and estate planning. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, small-business owners, and other individuals who’ve simply worked hard for their entire lives to create a nest egg for themselves. We offer a complimentary consultation; please contact us to schedule a time. ... See More

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

Margot Dorn, CFP, CPA, MSBA
Dorn Financial is an hourly, fee-only financial planning firm in San Diego, California. We offer financial advice as one-time engagements as well as ongoing engagements and periodic checkups. We provide reviews and second opinions on investment portfolios, tax strategies, cash flow and budgeting as well as risk management. As part of each engagement we give you step-by-step instructions so you can implement our advice.Here is how we work: We offer a free initial Get Acquainted Meeting. This is usually conducted in person. We will give you an estimate, upfront, of the expected fee. You can choose how much we work for you.
We can work together in person, by phone or via email. Annual checkups are recommended, but not required.... See More

I am a person, not a company. What this means is that I look to help you, personally! I am not a 1-800 number, you will always get real life advice based on your situation. I look at the real underlying issues that surround people and their personal situationstatement before advising any product or agreement.

You are my focus. I seek to serve in an uncommon unconditional manner in which you will always be represented professionally and with your interests first!

My difference is me! I focus on helping clients get what they are truly looking for, and help translate the financial world into easy to understand and simple steps.

I focus on EDUCATION! You are the best and most qualified person to make decisions, therefore I believe in educating YOU on what matters and can help you the most, so that YOU can make the decision.

Our relationship MATTERS. Working together is a success, not a dollar amount. Money comes and goes, but a strong professional relation brings trust and loyalty, but more importantly, someone you can count on throughout the years. Not a one time deal with no contact!

I look forward and am grateful to my clients, how can I help You?... See More

Michael Pash, AIF, CFP, MBA
Pure Financial Advisors, Inc. is a Fee-Only registered investment advisor. Our planners are credentialed, experienced and qualified to help you identify strategies to reduce taxes, reduce investment expenses and prudently manage your assets leading to and during retirement. We do not sell financial products or receive commissions. In 2007 Pure Financial Advisors began with a simple idea, what if you could bring together highly qualified advisors with the latest technology and research. And then create a business model designed to reduce or eliminate conflict of interest while delivering state of the art financial advice at an affordable price. We now have a growing firm with over a dozen advisors that are CPAs or CFP Board Certified professionals serving hundreds of clients and managing over 1 Billion dollars. Our rapid success as a firm is a reflection of the exceptional value that we have created for our clients. Please take a close look at how we do it, you may find yourself paying less in taxes, lower investment fees and feeling more confident that you are prudently managing your finances.... See More

Leslie Merrithew, CFP, EA
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Comprehensive Fee-Only Planning and Asset Management.