Financial Planners in Brea, CA — 9 Firms (2026)
9 financial planners in Brea, California meet our listing bar — a website plus a public review record. They average 4.00★ across 9 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Merrill Lynch Financial Advisor David Krake at 5.0★ across 30 Google reviews.
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ML
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning, and advisory. Rated 5.0★ across 30 Google reviews.
NA
New American Funding - Carryne Latada✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning, and advisory. Rated 5.0★ across 9 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning. Rated 4.2★ across 5 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning. Rated 3.9★ across 34 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering advisory. Rated 3.9★ across 10 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning. Rated 3.6★ across 42 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning, and advisory. Rated 3.3★ across 9 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBrea, CA
Financial Planning in Brea, California offering financial planning, and advisory. Rated 2.1★ across 65 Google reviews.
Top financial planners in Brea
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Merrill Lynch Financial Advisor David Krake✓ | Financial Planning | ★ 5.0 | 30 |
| 2 | Ryan Wang✓ | Financial Planning | ★ 5.0 | 22 |
| 3 | New American Funding - Carryne Latada✓ | Financial Planning | ★ 5.0 | 9 |
| 4 | Bankers Life✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | Financial Partners Credit Union✓ | Financial Planning | ★ 3.9 | 34 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.