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.
Showing 5 of 5 · sorted by Google rating
1.
Sabeti Insurance & Investment Services
★★★★★★★★★★4.7(13 Google reviews)✓ Verified on Google
Financial Planning · 23832 Rockfield Blvd #175, Lake Forest, CA 92630
Services: advisory
2.
Haussmann Financial
★★★★★★★★★★4.5(8 Google reviews)
Financial Planning · 23201 Lake Center Dr #300, Lake Forest, CA 92630
3.
Orange County’s Credit Union - Lake Forest
★★★★★★★★★★3.9(75 Google reviews)✓ Verified on Google
Financial Planning · 21791 Lake Forest Dr Ste 110, Lake Forest, CA 92630
4.
Bank of America Financial Center
★★★★★★★★★★2.2(129 Google reviews)✓ Verified on Google
Financial Planning · 23831 El Toro Rd, Lake Forest, CA 92630
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(90 Google reviews)✓ Verified on Google
Financial Planning · 22491 El Toro Rd, Lake Forest, CA 92630
Services: advisory
Top financial planners in Lake Forest
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sabeti Insurance & Investment Services | Financial Planning | 4.7 / 5 | 13 |
| 2 | Haussmann Financial | Financial Planning | 4.5 / 5 | 8 |
| 3 | Orange County’s Credit Union - Lake Forest | Financial Planning | 3.9 / 5 | 75 |
| 4 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 129 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 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.