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.
Showing 17 of 17 · sorted by Google rating
1.
Karam Wealth Advisors
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 17011 Beach Blvd 9th floor, Huntington Beach, CA 92647
2.
Elite Financial Network Inc
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 7561 Center Ave unit 17, Huntington Beach, CA 92647
3.
Wise Financial Solutions
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 5011 Argosy Ave Ste 13, Huntington Beach, CA 92649
4.
Apella Wealth
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 5011 Argosy Ave, Huntington Beach, CA 92649
5.
Weaver Consulting Group
★★★★★★★★★★4.9(41 Google reviews)✓ Verified on Google
Financial Planning · 101 Main St Suite 220, Huntington Beach, CA 92648
Services: advisory
6.
Titan Financial
★★★★★★★★★★4.8(5 Google reviews)
Financial Planning · 16531 Bolsa Chica St #250, Huntington Beach, CA 92649
7.
James Hendries - LPL Financial
★★★★★★★★★★4.7(13 Google reviews)✓ Verified on Google
Financial Planning · 7777 Center Ave Unit 120, Huntington Beach, CA 92647
Services: advisory
8.
Orange County’s Credit Union - Huntington Beach
★★★★★★★★★★4.2(85 Google reviews)✓ Verified on Google
Financial Planning · 10111 Adams Ave, Huntington Beach, CA 92646
9.
Titan Capital Funding
★★★★★★★★★★3.7(9 Google reviews)✓ Verified on Google
Financial Planning · 20422 Beach Blvd #300, Huntington Beach, CA 92648
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.6(14 Google reviews)✓ Verified on Google
Financial Planning · 16811 Algonquin St, Huntington Beach, CA 92649
Services: advisory
11.
BMO Bank N.A Branches
★★★★★★★★★★3.2(28 Google reviews)✓ Verified on Google
Financial Planning · 19006 Brookhurst St, Huntington Beach, CA 92646
Services: advisory
12.
Bank of America Financial Center
★★★★★★★★★★2.8(24 Google reviews)✓ Verified on Google
Financial Planning · 19300 Goldenwest St, Huntington Beach, CA 92648
Services: advisory
13.
BMO Bank N.A Branches
★★★★★★★★★★2.7(23 Google reviews)✓ Verified on Google
Financial Planning · 6881 Warner Ave, Huntington Beach, CA 92647
Services: advisory
14.
Bank of America Financial Center
★★★★★★★★★★2.5(51 Google reviews)✓ Verified on Google
Financial Planning · 18691 Main St, Huntington Beach, CA 92648
Services: advisory
15.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(27 Google reviews)✓ Verified on Google
Financial Planning · 5812 Edinger Ave, Huntington Beach, CA 92649
Services: advisory
16.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(63 Google reviews)✓ Verified on Google
Financial Planning · 7731 Edinger Ave, Huntington Beach, CA 92647
Services: advisory
17.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(51 Google reviews)✓ Verified on Google
Financial Planning · 20061 Brookhurst St, Huntington Beach, CA 92646
Services: advisory
Top financial planners in Huntington Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Karam Wealth Advisors | Financial Planning | 5.0 / 5 | 14 |
| 2 | Elite Financial Network Inc | Financial Planning | 5.0 / 5 | 9 |
| 3 | Wise Financial Solutions | Financial Planning | 5.0 / 5 | 8 |
| 4 | Apella Wealth | Financial Planning | 5.0 / 5 | 2 |
| 5 | Weaver Consulting Group | Financial Planning | 4.9 / 5 | 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.