Financial Planners in Lake Forest, CA — 5 Firms (2026)
5 financial planners in Lake Forest, California meet our listing bar — a website plus a public review record. They average 3.50★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Sabeti Insurance & Investment Services at 4.7★ across 13 Google reviews.
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SI
Sabeti Insurance & Investment Services✓ Verified
Financial PlanningLake Forest, CA
Financial Planning in Lake Forest, California offering financial planning, and advisory. Rated 4.7★ across 13 Google reviews.
HF
Financial PlanningLake Forest, CA
Financial Planning in Lake Forest, California offering financial planning. Rated 4.5★ across 8 Google reviews.
OC
Financial PlanningLake Forest, CA
Financial Planning in Lake Forest, California offering financial planning. Rated 3.9★ across 75 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLake Forest, CA
Financial Planning in Lake Forest, California offering financial planning, and advisory. Rated 2.2★ across 129 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLake Forest, CA
Financial Planning in Lake Forest, California offering financial planning, and advisory. Rated 2.2★ across 90 Google reviews.
Top financial planners in Lake Forest
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sabeti Insurance & Investment Services✓ | Financial Planning | ★ 4.7 | 13 |
| 2 | Haussmann Financial | Financial Planning | ★ 4.5 | 8 |
| 3 | Orange County’s Credit Union - Lake Forest✓ | Financial Planning | ★ 3.9 | 75 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 129 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 90 |
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.