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.
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PD
Paul D Barlow CFP✓ Verified
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning. Rated 4.9★ across 9 Google reviews.
AM
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning, and advisory. Rated 4.8★ across 74 Google reviews.
TF
The Financial Coaching Group, Inc.✓ Verified
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning. Rated 4.8★ across 18 Google reviews.
AW
Align Wealth Advisors✓ Verified
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning. Rated 4.2★ across 5 Google reviews.
LF
Laguna Financial Advisors✓ Verified
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLaguna Hills, CA
Financial Planning in Laguna Hills, California offering financial planning, and advisory. Rated 2.8★ across 31 Google reviews.
Top financial planners in Laguna Hills
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Paul D Barlow CFP✓ | Financial Planning | ★ 4.9 | 9 |
| 2 | All Mark Insurance Services, Inc. | Financial Planning | ★ 4.8 | 74 |
| 3 | The Financial Coaching Group, Inc.✓ | Financial Planning | ★ 4.8 | 18 |
| 4 | Align Wealth Advisors✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | Laguna Financial Advisors✓ | Financial Planning | ★ 4.2 | 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.