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.
Showing 9 of 9 · sorted by Google rating
1.
Merrill Lynch Financial Advisor David Krake
★★★★★★★★★★5.0(30 Google reviews)✓ Verified on Google
Financial Planning · 145 S State College Blvd Suite 300/350, Brea, CA 92821
Services: advisory
2.
Ryan Wang
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 3350 E Birch St Ste 208-A, Brea, CA 92821
3.
New American Funding - Carryne Latada
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 1 Pointe Dr Ste 315, Brea, CA 92821
Services: advisory
4.
Bankers Life
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 3030 Saturn St Ste 206, Brea, CA 92821
5.
Financial Partners Credit Union
★★★★★★★★★★3.9(34 Google reviews)✓ Verified on Google
Financial Planning · 2435 E Imperial Hwy Ste F, Brea, CA 92821
6.
BMO Bank N.A Branches
★★★★★★★★★★3.9(10 Google reviews)✓ Verified on Google
Financial Planning · 391 S State College Blvd Suite B, Brea, CA 92821
Services: advisory
7.
Fidelity Investments
★★★★★★★★★★3.6(42 Google reviews)✓ Verified on Google
Financial Planning · 815 E Birch St, Brea, CA 92821
8.
TD Ameritrade
★★★★★★★★★★3.3(9 Google reviews)✓ Verified on Google
Financial Planning · 3421 E Imperial Hwy Suite E-1, Brea, CA 92823
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(65 Google reviews)✓ Verified on Google
Financial Planning · 290 S State College Blvd, Brea, CA 92821
Services: advisory
Top financial planners in Brea
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Merrill Lynch Financial Advisor David Krake | Financial Planning | 5.0 / 5 | 30 |
| 2 | Ryan Wang | Financial Planning | 5.0 / 5 | 22 |
| 3 | New American Funding - Carryne Latada | Financial Planning | 5.0 / 5 | 9 |
| 4 | Bankers Life | Financial Planning | 4.2 / 5 | 5 |
| 5 | Financial Partners Credit Union | Financial Planning | 3.9 / 5 | 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.