Financial Planners in Laguna Hills, CA — 6 Firms (2026)
6 financial planners in Laguna Hills, California meet our listing bar — a website plus a public review record. They average 4.28★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Paul D Barlow CFP at 4.9★ across 9 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Paul D Barlow CFP
★★★★★★★★★★4.9(9 Google reviews)✓ Verified on Google
Financial Planning · 23332 Mill Creek Dr Ste 105, Laguna Hills, CA 92653
2.
All Mark Insurance Services, Inc.
★★★★★★★★★★4.8(74 Google reviews)
Financial Planning · 23181 Verdugo Dr #100B, Laguna Hills, CA 92653
Services: advisory
3.
The Financial Coaching Group, Inc.
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Financial Planning · 23332 Mill Creek Dr Ste 105, Laguna Hills, CA 92653
4.
Align Wealth Advisors
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 24031 El Toro Rd Ste 210, Laguna Hills, CA 92653
5.
Laguna Financial Advisors
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 23101 Moulton Pkwy #108, Laguna Hills, CA 92653
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(31 Google reviews)✓ Verified on Google
Financial Planning · 23711 Moulton Pkwy, Laguna Hills, CA 92653
Services: advisory
Top financial planners in Laguna Hills
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Paul D Barlow CFP | Financial Planning | 4.9 / 5 | 9 |
| 2 | All Mark Insurance Services, Inc. | Financial Planning | 4.8 / 5 | 74 |
| 3 | The Financial Coaching Group, Inc. | Financial Planning | 4.8 / 5 | 18 |
| 4 | Align Wealth Advisors | Financial Planning | 4.2 / 5 | 5 |
| 5 | Laguna Financial Advisors | Financial Planning | 4.2 / 5 | 5 |
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.