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.
Showing 13 of 13 · sorted by Google rating
1.
Selah Portfolios & Planning
★★★★★★★★★★5.0(36 Google reviews)✓ Verified on Google
Financial Planning · 129 Cabrillo St #103, Costa Mesa, CA 92627
Services: advisory
2.
CaseAdvance
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 650 Town Center Dr #1830, Costa Mesa, CA 92626
3.
Serenity Wealth Management, Orange County
★★★★★★★★★★5.0(20 Google reviews)✓ Verified on Google
Financial Planning · 555 Anton Blvd Suite 200, Costa Mesa, CA 92626
4.
Via Luce Capital
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 3090 Bristol St Ste 400, Costa Mesa, CA 92626
Services: advisory
5.
Lance Blount - Edelman Financial Engines
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 600 Anton Blvd #1750, Costa Mesa, CA 92626
Services: advisory
6.
ProMed Financial
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 711 W 17th St Unit J-5, Costa Mesa, CA 92627
Services: audit & assurance, advisory
7.
Alex Lashkari
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · GoldBook Financial, 3200 Park Center Dr Ste 320, Costa Mesa, CA 92626
8.
Eclipse Financial Advisors
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626
9.
Check Capital Management
★★★★★★★★★★4.8(19 Google reviews)✓ Verified on Google
Financial Planning · 575 Anton Blvd #500, Costa Mesa, CA 92626
10.
Claremont Financial Group, Inc.
★★★★★★★★★★4.4(5 Google reviews)✓ Verified on Google
Financial Planning · 245a Fischer Ave, Costa Mesa, CA 92626
11.
Alliance Acceptance Inc
★★★★★★★★★★2.6(30 Google reviews)
Financial Planning · 2755 Bristol St #275, Costa Mesa, CA 92626
12.
Bank of America Financial Center
★★★★★★★★★★2.3(97 Google reviews)✓ Verified on Google
Financial Planning · 548 W 19th St, Costa Mesa, CA 92627
Services: advisory
13.
Bank of America Financial Center
★★★★★★★★★★1.9(32 Google reviews)✓ Verified on Google
Financial Planning · 2701 Harbor Blvd STE C2, Costa Mesa, CA 92626
Services: advisory
Top financial planners in Costa Mesa
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Selah Portfolios & Planning | Financial Planning | 5.0 / 5 | 36 |
| 2 | CaseAdvance | Financial Planning | 5.0 / 5 | 25 |
| 3 | Serenity Wealth Management, Orange County | Financial Planning | 5.0 / 5 | 20 |
| 4 | Via Luce Capital | Financial Planning | 5.0 / 5 | 16 |
| 5 | Lance Blount - Edelman Financial Engines | Financial Planning | 5.0 / 5 | 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.