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.
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RF
Rebecka Forrester Real Estate Agent✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning. Rated 5.0★ across 15 Google reviews.
EA
Eclectic Associates✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning. Rated 5.0★ across 5 Google reviews.
OC
Orange County’s Credit Union - Fullerton✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning. Rated 4.5★ across 126 Google reviews.
CA
Crane & Associates Financial Planning✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning. Rated 4.2★ across 5 Google reviews.
UB
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning, and advisory. Rated 3.8★ across 11 Google reviews.
EF
Equity Finance Group✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning, and advisory. Rated 3.6★ across 9 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering advisory. Rated 3.2★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning, and advisory. Rated 2.2★ across 85 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning, and advisory. Rated 1.9★ across 52 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFullerton, CA
Financial Planning in Fullerton, California offering financial planning, and advisory. Rated 1.9★ across 35 Google reviews.
Top financial planners in Fullerton
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Rebecka Forrester Real Estate Agent✓ | Financial Planning | ★ 5.0 | 15 |
| 2 | Eclectic Associates✓ | Financial Planning | ★ 5.0 | 5 |
| 3 | Orange County’s Credit Union - Fullerton✓ | Financial Planning | ★ 4.5 | 126 |
| 4 | Crane & Associates Financial Planning✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | U.S. Bancorp Advisors - Financial Advisors: Emad Gindi✓ | Financial Planning | ★ 3.8 | 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.