Financial Planners in Costa Mesa, CA — 13 Firms (2026)
13 financial planners in Costa Mesa, California meet our listing bar — a website plus a public review record. They average 4.31★ across 13 rated firms, and 9 are rated 4.5★ or higher. The highest-rated is Selah Portfolios & Planning at 5.0★ across 36 Google reviews.
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SP
Selah Portfolios & Planning✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning, and advisory. Rated 5.0★ across 36 Google reviews.
C
CaseAdvance✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 5.0★ across 25 Google reviews.
SW
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 5.0★ across 20 Google reviews.
VL
Via Luce Capital✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning, and advisory. Rated 5.0★ across 16 Google reviews.
LB
Lance Blount - Edelman Financial Engines✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
PF
ProMed Financial✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering audit & assurance, and advisory. Rated 5.0★ across 12 Google reviews.
AL
Alex Lashkari✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 5.0★ across 11 Google reviews.
★5.0 (11)
EF
Eclipse Financial Advisors✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 5.0★ across 7 Google reviews.
CC
Check Capital Management✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 4.8★ across 19 Google reviews.
CF
Claremont Financial Group, Inc.✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 4.4★ across 5 Google reviews.
AA
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning. Rated 2.6★ across 30 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning, and advisory. Rated 2.3★ across 97 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCosta Mesa, CA
Financial Planning in Costa Mesa, California offering financial planning, and advisory. Rated 1.9★ across 32 Google reviews.
Top financial planners in Costa Mesa
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Selah Portfolios & Planning✓ | Financial Planning | ★ 5.0 | 36 |
| 2 | CaseAdvance✓ | Financial Planning | ★ 5.0 | 25 |
| 3 | Serenity Wealth Management, Orange County✓ | Financial Planning | ★ 5.0 | 20 |
| 4 | Via Luce Capital✓ | Financial Planning | ★ 5.0 | 16 |
| 5 | Lance Blount - Edelman Financial Engines✓ | Financial Planning | ★ 5.0 | 14 |
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.