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.
Showing 50 of 54 · sorted by Google rating
1.
BML Wealth Management
★★★★★★★★★★5.0(124 Google reviews)✓ Verified on Google
Financial Planning · 2 Park Plaza #800, Irvine, CA 92614
Services: advisory
2.
Pacific Associates Corporation
★★★★★★★★★★5.0(95 Google reviews)✓ Verified on Google
Financial Planning · 19900 MacArthur Blvd Ste 890, Irvine, CA 92612
3.
Falcon Wealth Planning
★★★★★★★★★★5.0(83 Google reviews)✓ Verified on Google
Financial Planning · 2030 Main St 13th floor, Irvine, CA 92614
4.
John Stokes Financial
★★★★★★★★★★5.0(43 Google reviews)✓ Verified on Google
Financial Planning · 2040 Main St Ste 570, Irvine, CA 92614
5.
Warren Street Wealth Advisors, LLC
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 200 Spectrum Center Dr STE 300, Irvine, CA 92618
Services: advisory
6.
StrateFi Wealth Management
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 18881 Von Karman Ave Ste 410, Irvine, CA 92612
7.
Maven Group Investment Strategies - Irvine HQ
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 530 Technology Dr Suite 100, Irvine, CA 92618
8.
Eric Gallinger - Stratos Wealth Partners
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 2040 Main St #175, Irvine, CA 92614
9.
Blue Trust | Orange County Financial Advisors
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 20 Pacifica suite 560, Irvine, CA 92618
10.
Clearview Wealth Management, LLC
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 4 Venture Ste 120, Irvine, CA 92618
11.
Irvine Wealth Management
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 9870 Research Dr, Irvine, CA 92618
12.
Michael Moises, Wealth Advisor - Skylight Financial & Insurance Solutions
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 2020 Main St Fl 10, Irvine, CA 92614
13.
Jared Brandon Backner, Financial Advisor - Eagle Strategies
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 2020 Main St Fl 10, Irvine, CA 92614
14.
WealthWise Financial Services
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 9070 Irvine Center Dr Ste 230, Irvine, CA 92618
15.
Northwestern Mutual-Rigo Guerra
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 18575 Jamboree Rd #200, Irvine, CA 92612
16.
Pacific Crest Financial
★★★★★★★★★★5.0(7 Google reviews)
Financial Planning · 18872 MacArthur Blvd #100, Irvine, CA 92612
17.
Resilience Wealth Group
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 100 Pacifica Suite 320, Irvine, CA 92618
18.
Sunpath Financial
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 3333 Michelson Dr #300, Irvine, CA 92612
19.
Merrill Lynch Financial Advisor Nathan Morgan
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 100 Spectrum Center Dr, Irvine, CA 92618
Services: advisory
20.
Ray Valencia - Financial Planner
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 3333 Michelson Dr #820, Irvine, CA 92612
21.
Rex Behrashi CFP Blu Financial Planning
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 4000 Barranca Pkwy #250, Irvine, CA 92604
22.
Pabrai Investment Funds
★★★★★★★★★★5.0(5 Google reviews)
Financial Planning · 1220 Roosevelt Ste 200, Irvine, CA 92620
23.
Sun Group Wealth Partners
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 17500 Red Hill Ave STE 140, Irvine, CA 92614
Services: advisory
24.
Centerpoint Financial Management LLC
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 7700 Irvine Center Dr #800, Irvine, CA 92618
25.
Cerity Partners
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 18881 Von Karman Ave Suite 950, Irvine, CA 92612
Services: advisory
26.
Bankers Life
★★★★★★★★★★4.9(141 Google reviews)✓ Verified on Google
Financial Planning · 18022 Cowan Ste 265, Irvine, CA 92614
27.
Modern Wealth Law
★★★★★★★★★★4.9(99 Google reviews)✓ Verified on Google
Financial Planning · 2600 Michelson Dr Ste 950, Irvine, CA 92612
28.
Retirement Planners of America
★★★★★★★★★★4.9(58 Google reviews)✓ Verified on Google
Financial Planning · 18500 Von Karman Ave Ste 520, Irvine, CA 92612
29.
Creative Planning
★★★★★★★★★★4.9(16 Google reviews)✓ Verified on Google
Financial Planning · 1 Park Plaza #700, Irvine, CA 92614
Services: advisory
30.
Mutual of Omaha Reverse Mortgage
★★★★★★★★★★4.9(10 Google reviews)✓ Verified on Google
Financial Planning · 8 Corporate Park #300, Irvine, CA 92606
Services: advisory
31.
Mutual of Omaha Mortgage
★★★★★★★★★★4.8(266 Google reviews)✓ Verified on Google
Financial Planning · 6430 Oak Canyon #100, Irvine, CA 92618
Services: advisory
32.
Business Plans USA | Business Plan Writing Services
★★★★★★★★★★4.8(49 Google reviews)✓ Verified on Google
Financial Planning · 200 Spectrum Center Dr STE 300, Irvine, CA 92618
Services: advisory
33.
KPP Financial Inc.
★★★★★★★★★★4.8(36 Google reviews)✓ Verified on Google
Financial Planning · 4 Park Plaza Suite 1010, Irvine, CA 92614
34.
Orange County’s Credit Union - Irvine
★★★★★★★★★★4.6(44 Google reviews)✓ Verified on Google
Financial Planning · 6448 Irvine Blvd, Irvine, CA 92620
35.
Applied Financial Planning, Inc.
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 220 Progress #150, Irvine, CA 92618
36.
Serenity Financial Services
★★★★★★★★★★4.4(25 Google reviews)
Financial Planning · 7545 Irvine Center Dr, Irvine, CA 92618
37.
True Path Financial and Insurance Services
★★★★★★★★★★4.2(15 Google reviews)✓ Verified on Google
Financial Planning · 20 Executive Park Ste 190, Irvine, CA 92614
38.
Liang & Quinley Wealth Management
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 7700 Irvine Center Dr #540, Irvine, CA 92618
39.
Merrill Lynch Wealth Management
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 100 Spectrum Center Dr #1100, Irvine, CA 92618
40.
Cornerstone Funding
★★★★★★★★★★4.1(14 Google reviews)✓ Verified on Google
Financial Planning · 4 Park Plaza STE 530, Irvine, CA 92614
41.
Financial Partners Credit Union
★★★★★★★★★★3.9(26 Google reviews)✓ Verified on Google
Financial Planning · 2272 Michelson Dr Ste 102, Irvine, CA 92612
42.
Fidelity Investments
★★★★★★★★★★3.6(27 Google reviews)✓ Verified on Google
Financial Planning · 2211 Michelson Dr, Irvine, CA 92612
43.
Northwestern Mutual Irvine
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Financial Planning · 18575 Jamboree Rd #400, Irvine, CA 92612
44.
BMO Bank N.A Branches
★★★★★★★★★★3.0(30 Google reviews)✓ Verified on Google
Financial Planning · 14477 Culver Dr, Irvine, CA 92604
Services: advisory
45.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(62 Google reviews)✓ Verified on Google
Financial Planning · 6519 Quail Hill Pkwy, Irvine, CA 92603
Services: advisory
46.
TD Ameritrade
★★★★★★★★★★2.9(13 Google reviews)✓ Verified on Google
Financial Planning · 2825 Main St, Irvine, CA 92614
Services: advisory
47.
Bank of America Financial Center
★★★★★★★★★★2.8(105 Google reviews)✓ Verified on Google
Financial Planning · 4500 Barranca Pkwy, Irvine, CA 92604
Services: advisory
48.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(52 Google reviews)✓ Verified on Google
Financial Planning · 18622 MacArthur Blvd, Irvine, CA 92612
Services: advisory
49.
Bank of America Financial Center
★★★★★★★★★★2.6(107 Google reviews)✓ Verified on Google
Financial Planning · 3881 Alton Pkwy Ste B, Irvine, CA 92606
Services: advisory
50.
Bank of America Financial Center
★★★★★★★★★★2.6(74 Google reviews)✓ Verified on Google
Financial Planning · 13244 Jamboree Rd, Irvine, CA 92602
Services: advisory
Top financial planners in Irvine
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | BML Wealth Management | Financial Planning | 5.0 / 5 | 124 |
| 2 | Pacific Associates Corporation | Financial Planning | 5.0 / 5 | 95 |
| 3 | Falcon Wealth Planning | Financial Planning | 5.0 / 5 | 83 |
| 4 | John Stokes Financial | Financial Planning | 5.0 / 5 | 43 |
| 5 | Warren Street Wealth Advisors, LLC | Financial Planning | 5.0 / 5 | 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.