Financial Advisors in Dana Point, California (Orange County)

Jodi Vleck, CFP
While we certainly can't predict what the future will bring - we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that's precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals.
As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth. So we adhere faithfully to proven principles and approach our work with an academic attention to detail.... See More

Jeffrey Platt, CFA, CFP, JD
Wealth Quest Partners, Inc., is an independent, fee-only wealth management firm providing financial planning and investment management services. Our mission is to make a meaningful difference in the lives of our clients by providing professional and compassionate financial guidance.... See More

Greg Jankowski, BS, CFP, MBA
Our firm's business philosophy is simple - deliver institutional-caliber wealth management services to individuals, families, and non-profit organizations, while providing a personalized client experience within a conflict-free environment. Central to this philosophy is a total separation between advice, products and custody, Delphi does not use any proprietary products, receives no commission-based income (nor do we revenue-share with any of the third-party managers that we utilize in client portfolios), and utilizes independent institutional custodians to hold our clients' assets. Our firm does not utilize "model portfolios", and instead customizes each portfolio based upon a client's long-term goals, risk tolerance and spending expectations.
Our investment philosophy focuses primarily on asset allocation, as we believe that the combination of asset classes used in a client's portfolio will have a significantly greater impact on the portfolio's long-term returns than the selection of particular securities. Portfolios are intelligently constructed and utilize a variety of minimally-correlated asset classes specifically designed to work together as a whole. Our belief is that this philosophy can mitigate risk without materially impacting the long-term expected returns. These attributes are all done under an umbrella which aims at minimizing tax impact, and focuses on matching a client's net-of-tax returns with their goals. ... See More

Paul Hynes, CFP
Some people let emotions, inexperience or lack of understanding cloud judgment when it comes to money. It's our goal to educate, empower and inspire people to make intelligent decisions. With 30 years of experience as a financial advisor, I'm ready to watch the financial backs of people and families through all phases of their lives.
If the advice you get isn't all about you, then it may not be advice at all. It may be a veiled sales pitch. Whether it's your retirement, a tax situation, your estate, or managing your wealth, it's essential that your advisor understand you and your money issues. With no hidden agendas. As independent advisors, we're positioned to do just that. The way we are paid is totally transparent, simple, and easy to understand. It puts us all on the same page. This is why HearthStone | Private Wealth Management & Wealth Planning is an independent firm and why that is important to you.... See More

Jean Sinclair, BA, CFP, MBA, MS
Meeting your unique needs and helping you realize your dreams - that's our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives. You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients. Thank you for taking the time to determine whether we can help you. Please call us at or e-mail us at to start or continue the conversation. ... See More

Andrew Russell, CFP, MBA
Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan, simplify and monitor your wealth via multidisciplined strategies (investments, taxes, executive pay, IRA distributions etc.) to reach goals and achieve peace of mind during your and your heirs’ lifetimes. We try to avoid conflicts of interest. Our efforts are rewarded with client and professional referrals, local and national recognition. Most important are our clients’ respect and appreciation. If you desire our committed approach, please call us.... See More

Gregory Richardson, CFP, MS
Dowling & Yahnke, LLC

Christine Skoczek

David Duttenhofer, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);“Fee Only” Comprehensive Financial Planning for individuals, families and small business. Our priorities: 1.Integrity, 2.Experience-Thirty five years in financial services, 3.Service... See More

I've been in the Financial Services industry since 2001 helping clients with their life insurance and retirement planning needs. I have spent the last 4 years helping clients with life insurance planning and life settlements. I just recently obtained my CERTIFIED FINANCIAL PLANNER(tm) designation.... See More

David Anderson Online we help and assist our clients to either expand their current business, or to start their new business the right way by capitalizing on the knowledge we have built up in many different arenas and markets over the past 15 years.

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.
I currently live in Los Angeles, CA; one of the most financially demanding cities in the country. It can feel hard to get ahead with the high cost of living and lifestyle expectations that surround us. It's important to strike a balance between your values, lifestyle, and long-term goals. My business was not only built on these principles; I've helped shape the financial habits of my clients in the same way.
At Crafted Wealth, our only incentive is to help you grow and make good decisions with our guidance. Our values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.
Be proactive and take the time to plan your life now so you can be prepared when life happens.
Click here to schedule a call.
Learn more at CraftedWealthManagement.com... See More

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

Andy Edstrom, CFA, CFP
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families.
Founded in 1988, we are headquartered in Glendale, California, and serve clients throughout the United States. Our extraordinary client retention rate is driven by superior long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients' interests first.
We are objective, unbiased, and pursue the highest possible standards in everything that we do. Our distinctive attributes are: * Visionary portfolio construction * Extensive experience & education * Quantifiable results * Independence and integrity
We provide exceptional service for our clients and strive to develop lifelong relationships. WESCAP Group is one of the most well-established advisory firms in NAPFA's Los Angeles region. Contact us today to arrange for a complimentary initial consultation and portfolio review.... See More

Steven Farrington, AIF, CFP, CPA
ESI is a fee-only financial planning firm offering services to individuals and small businesses. We are committed to help you achieve your financial and life goals by offering comprehensive and objective advice. We focus on your goals and work with all areas of your financial life - tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your your circumstances change. We believe financial planning is a process, not an event.... See More