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Financial Planners in El Segundo, CA — 5 Firms (2026)

5 financial planners in El Segundo, California meet our listing bar — a website plus a public review record. They average 4.02★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is 49 Financial - Los Angeles at 5.0★ across 5 Google reviews.

Showing 5 of 5 · sorted by Google rating
1.
49 Financial - Los Angeles
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 840 Apollo St #248/#279, El Segundo, CA 90245
2.
Cerity Partners
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 101 N Pacific Coast Hwy Suite 305, El Segundo, CA 90245
Services: advisory
3.
One Wealth Management
★★★★★★★★★★4.3(6 Google reviews)
Financial Planning · 222 N Pacific Coast Hwy 10th floor, El Segundo, CA 90245
4.
Bank of America Financial Center
★★★★★★★★★★3.0(66 Google reviews)✓ Verified on Google
Financial Planning · 835 N Pacific Coast Hwy, El Segundo, CA 90245
Services: advisory
5.
Fidelity Investments
★★★★★★★★★★2.8(6 Google reviews)✓ Verified on Google
Financial Planning · 2009 Park Pl, El Segundo, CA 90245

Top financial planners in El Segundo

#FirmServiceGoogle ratingReviews
149 Financial - Los AngelesFinancial Planning5.0 / 55
2Cerity PartnersFinancial Planning5.0 / 52
3One Wealth ManagementFinancial Planning4.3 / 56
4Bank of America Financial CenterFinancial Planning3.0 / 566
5Fidelity InvestmentsFinancial Planning2.8 / 56

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.