Financial Advisors in Los Alamitos, California (Orange County)

Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, prudently manage your assets, answer your personal finance questions, and help you make informed financial & tax decisions. Brandon does not sell financial products or any receive commissions. In 2017 Brandon Wren began with a simple idea: Start a firm that strictly advocates for clients by providing independent & objective financial & tax advice. This business model is designed to eliminate conflict of interest while delivering unparalleled objective advice at a reasonable price.
Services:
-Tax Preparation & Representation -Tax Planning -Financial Coaching Differentiators:
- 100% Fiduciary (Client interest first at all times) - Independent - Objective - Transparent
Guarantee: Here's Brandon's Commitment: If the tax & financial coaching services do not pay for itself in: reduced taxes, reduced investment expenses, and/or a positive increase to your Net Worth over time services will be free of charge. This is not a gimmick; it is a simple value proposition.

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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

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 vision and unique credentials - the CPA and CFP®.... See More

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 virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

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 in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.
IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.
IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 88 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.... See More

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.
Visit our website and Lauren's Blog to see how we think, how we work, and how with partner with women of all ages to help them boost their financial confidence and make smart financial decisions. From rethinking retirement, to rewiring your brain to change how you think about money, we're here to help.
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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 other clients through his own fee-only firm since 1996. Although the majority of our clients are from the medical field, we serve clients from all walks of life, including retirees. Our Clients' accounts range in size from our minimum of $100,000 to over $2 million.... 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

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 in your financial reporting and bookkeeping activities. We have devoted over 20 years working with entrepreneurial individuals and closely held businesses in the areas of accounting and taxation. Our accounting firm focuses on solving our clients' problems by looking for the causes behind their accounting results. We have worked with companies in many industries including but not limited to retail, wholesale/distributors, legal, medical, and real estate, manufacturing and service industries. Our deep expertise and commitment towards excellence makes us trusted partners who know their business and respect yours.... See More

Scott Colton, CPA/PFS, MST
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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

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

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.

Andrew McVay, CFP, EA, MBA
Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis. Our specialities include:* Retirement planning & strategy including Social Security* Portfolio selection for both individuals and 401(k) plans* Executive compensation (stock option & deferred comp) planning & strategy* Financial consulting for businesses* Special needs planning & strategy
With over 20 years of finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.As a fee only financial planning firm, our client's interest comes first. Our focus and purpose is to deliver clear value to our clients through thoughtful analysis and sound advice. Please contact us to arrange for a free no obligation consultation to discuss your financial situation and how we can be of service.... 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!