Financial Planners in Fullerton, CA — 10 Firms (2026)
10 financial planners in Fullerton, California meet our listing bar — a website plus a public review record. They average 3.53★ across 10 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Rebecka Forrester Real Estate Agent at 5.0★ across 15 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
Rebecka Forrester Real Estate Agent
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 2830 N Brea Blvd, Fullerton, CA 92835
2.
Eclectic Associates
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1440 N Harbor Blvd #220, Fullerton, CA 92835
3.
Orange County’s Credit Union - Fullerton
★★★★★★★★★★4.5(126 Google reviews)✓ Verified on Google
Financial Planning · 1469 S Harbor Blvd, Fullerton, CA 92832
4.
Crane & Associates Financial Planning
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 801 E Chapman Ave #104, Fullerton, CA 92831
5.
U.S. Bancorp Advisors - Financial Advisors: Emad Gindi
★★★★★★★★★★3.8(11 Google reviews)✓ Verified on Google
Financial Planning · 911 N Harbor Blvd, Fullerton, CA 92832
Services: advisory
6.
Equity Finance Group
★★★★★★★★★★3.6(9 Google reviews)✓ Verified on Google
Financial Planning · 3710 Artesia Ave #B, Fullerton, CA 92833
Services: advisory
7.
BMO Bank N.A Branches
★★★★★★★★★★3.2(18 Google reviews)✓ Verified on Google
Financial Planning · 3021 Yorba Linda Blvd, Fullerton, CA 92831
Services: advisory
8.
Bank of America Financial Center
★★★★★★★★★★2.2(85 Google reviews)✓ Verified on Google
Financial Planning · 401 N Harbor Blvd, Fullerton, CA 92832
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★1.9(52 Google reviews)✓ Verified on Google
Financial Planning · 1401 S Harbor Blvd, Fullerton, CA 92832
Services: advisory
10.
Bank of America Financial Center
★★★★★★★★★★1.9(35 Google reviews)✓ Verified on Google
Financial Planning · 2516 E Chapman Ave, Fullerton, CA 92831
Services: advisory
Top financial planners in Fullerton
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Rebecka Forrester Real Estate Agent | Financial Planning | 5.0 / 5 | 15 |
| 2 | Eclectic Associates | Financial Planning | 5.0 / 5 | 5 |
| 3 | Orange County’s Credit Union - Fullerton | Financial Planning | 4.5 / 5 | 126 |
| 4 | Crane & Associates Financial Planning | Financial Planning | 4.2 / 5 | 5 |
| 5 | U.S. Bancorp Advisors - Financial Advisors: Emad Gindi | Financial Planning | 3.8 / 5 | 11 |
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.