Financial Planners in Irvine, CA — 54 Firms (2026)
54 financial planners in Irvine, California meet our listing bar — a website plus a public review record. They average 4.32★ across 54 rated firms, and 35 are rated 4.5★ or higher. The highest-rated is BML Wealth Management at 5.0★ across 124 Google reviews.
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BW
BML Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 5.0★ across 124 Google reviews.
PA
Pacific Associates Corporation✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 95 Google reviews.
FW
Falcon Wealth Planning✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 83 Google reviews.
JS
John Stokes Financial✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 43 Google reviews.
WS
Warren Street Wealth Advisors, LLC✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 5.0★ across 29 Google reviews.
SW
StrateFi Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 21 Google reviews.
MG
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 17 Google reviews.
EG
Eric Gallinger - Stratos Wealth Partners✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 16 Google reviews.
BT
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 14 Google reviews.
CW
Clearview Wealth Management, LLC✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 10 Google reviews.
IW
Irvine Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 10 Google reviews.
MM
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 10 Google reviews.
JB
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 8 Google reviews.
WF
WealthWise Financial Services✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 8 Google reviews.
NM
Northwestern Mutual-Rigo Guerra✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 7 Google reviews.
PC
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 7 Google reviews.
RW
Resilience Wealth Group✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 7 Google reviews.
SF
Sunpath Financial✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 7 Google reviews.
ML
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
RV
Ray Valencia - Financial Planner✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 6 Google reviews.
RB
Rex Behrashi CFP Blu Financial Planning✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 6 Google reviews.
PI
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 5 Google reviews.
SG
Sun Group Wealth Partners✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
CF
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning.
CP
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory.
BL
Bankers Life✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.9★ across 141 Google reviews.
MW
Modern Wealth Law✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.9★ across 99 Google reviews.
RP
Retirement Planners of America✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.9★ across 58 Google reviews.
CP
Creative Planning✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 4.9★ across 16 Google reviews.
MO
Mutual of Omaha Reverse Mortgage✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 4.9★ across 10 Google reviews.
MO
Mutual of Omaha Mortgage✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 4.8★ across 266 Google reviews.
BP
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 4.8★ across 49 Google reviews.
KF
KPP Financial Inc.✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.8★ across 36 Google reviews.
OC
Orange County’s Credit Union - Irvine✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.6★ across 44 Google reviews.
AF
Applied Financial Planning, Inc.✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.5★ across 8 Google reviews.
SF
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.4★ across 25 Google reviews.
TP
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.2★ across 15 Google reviews.
LQ
Liang & Quinley Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.2★ across 5 Google reviews.
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.2★ across 5 Google reviews.
CF
Cornerstone Funding✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 4.1★ across 14 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 3.9★ across 26 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 3.6★ across 27 Google reviews.
NM
Northwestern Mutual Irvine✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 3.4★ across 5 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering advisory. Rated 3.0★ across 30 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.9★ across 62 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.9★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.8★ across 105 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.7★ across 52 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.6★ across 107 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 2.6★ across 74 Google reviews.
Top financial planners in Irvine
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | BML Wealth Management✓ | Financial Planning | ★ 5.0 | 124 |
| 2 | Pacific Associates Corporation✓ | Financial Planning | ★ 5.0 | 95 |
| 3 | Falcon Wealth Planning✓ | Financial Planning | ★ 5.0 | 83 |
| 4 | John Stokes Financial✓ | Financial Planning | ★ 5.0 | 43 |
| 5 | Warren Street Wealth Advisors, LLC✓ | Financial Planning | ★ 5.0 | 29 |
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.