Financial Planners in Huntington Beach, CA — 17 Firms (2026)
17 financial planners in Huntington Beach, California meet our listing bar — a website plus a public review record. They average 3.78★ across 17 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is Karam Wealth Advisors at 5.0★ across 14 Google reviews.
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KW
Karam Wealth Advisors✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 5.0★ across 14 Google reviews.
EF
Elite Financial Network Inc✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 5.0★ across 9 Google reviews.
WF
Wise Financial Solutions✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 5.0★ across 8 Google reviews.
AW
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning.
WC
Weaver Consulting Group✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 4.9★ across 41 Google reviews.
TF
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 4.8★ across 5 Google reviews.
JH
James Hendries - LPL Financial✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 4.7★ across 13 Google reviews.
OC
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 4.2★ across 85 Google reviews.
TC
Titan Capital Funding✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning. Rated 3.7★ across 9 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 3.6★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering advisory. Rated 3.2★ across 28 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 2.8★ across 24 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering advisory. Rated 2.7★ across 23 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 2.5★ across 51 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 2.5★ across 27 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 2.3★ across 63 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningHuntington Beach, CA
Financial Planning in Huntington Beach, California offering financial planning, and advisory. Rated 2.3★ across 51 Google reviews.
Top financial planners in Huntington Beach
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Karam Wealth Advisors✓ | Financial Planning | ★ 5.0 | 14 |
| 2 | Elite Financial Network Inc✓ | Financial Planning | ★ 5.0 | 9 |
| 3 | Wise Financial Solutions✓ | Financial Planning | ★ 5.0 | 8 |
| 4 | Apella Wealth✓ | Financial Planning | ★ 5.0 | 2 |
| 5 | Weaver Consulting Group✓ | Financial Planning | ★ 4.9 | 41 |
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.