Best Financial Planners in Anaheim (2026 Rankings)

Lighthouse Financial Services Inc stands out as a beacon of financial expertise in Anaheim. Their consistent 5-star rating across numerous reviews speaks volumes about their client-focused approach. They are dedicated to guiding individuals and families toward their financial aspirations with clarity and confidence.

Pure Financial Advisors, LLC is a highly-rated firm committed to providing transparent and effective financial planning services. They focus on building strong relationships with their clients, ensuring a deep understanding of individual needs. Their team offers comprehensive strategies designed to foster long-term financial well-being.

M&M Wealth Associates offers tailored wealth management solutions with a strong emphasis on personalized service. Their 5-star reputation is built on a foundation of trust and delivering results for their clients. They work collaboratively to develop robust financial plans that align with your unique life goals.

Joshua E. Hernandez, a Certified Financial Educator, empowers clients through knowledge and strategic financial planning. His consistent 5-star reviews highlight his ability to demystify complex financial topics. Clients benefit from his educational approach, gaining confidence in managing their wealth effectively.

David Krake, a Financial Advisor with Merrill Lynch, brings the resources of a leading firm to Anaheim clients. He is recognized for his exceptional service and ability to craft sophisticated financial strategies. Clients trust his expertise in navigating market dynamics and achieving their investment objectives.

Corey Fast at Edelman Financial Engines provides accessible and forward-thinking financial planning services. Edelman Financial Engines is known for its robust technology and client-first philosophy. Corey is dedicated to helping individuals plan for a secure and prosperous future with personalized advice.

Crossroads Planning, LLC offers a comprehensive approach to financial planning, guiding clients through life's important financial decisions. Their strong reputation is built on providing supportive and personalized advice. They aim to help clients achieve financial clarity and peace of mind.

Jaci Iannello, part of the Edelman Financial Engines team, offers insightful financial guidance to her Anaheim clients. She leverages the extensive resources of Edelman Financial Engines to provide tailored plans. Clients appreciate her attentive approach and dedication to their financial success.

Jon Na, a Financial Advisor with First Command, focuses on serving the financial needs of military members and their families, as well as the general public. First Command is known for its commitment to helping clients achieve financial security. Jon provides reliable advice tailored to the unique challenges and opportunities faced by his clients.

Karam Wealth Advisors may have fewer reviews, but their perfect 5-star rating indicates exceptional client satisfaction. This firm offers a more intimate setting for personalized financial advice. They focus on building deep client relationships and delivering strategies that truly make a difference.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.