Financial Planners in Long Beach, CA — 15 Firms (2026)
15 financial planners in Long Beach, California meet our listing bar — a website plus a public review record. They average 3.53★ across 15 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Elesie Retirement Financial Advisors at 5.0★ across 51 Google reviews.
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ER
Elesie Retirement Financial Advisors✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning. Rated 5.0★ across 51 Google reviews.
SW
Serenity Wealth Management✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning. Rated 5.0★ across 13 Google reviews.
AW
Arens Wealth Partners✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning. Rated 5.0★ across 8 Google reviews.
WA
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
HH
Halbert Hargrove✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 4.6★ across 18 Google reviews.
OC
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning. Rated 4.4★ across 75 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 4.2★ across 9 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering advisory. Rated 2.9★ across 36 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.8★ across 56 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.6★ across 140 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.6★ across 101 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.6★ across 82 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.5★ across 50 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 2.0★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning, and advisory. Rated 1.8★ across 23 Google reviews.
Top financial planners in Long Beach
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Elesie Retirement Financial Advisors✓ | Financial Planning | ★ 5.0 | 51 |
| 2 | Serenity Wealth Management✓ | Financial Planning | ★ 5.0 | 13 |
| 3 | Arens Wealth Partners✓ | Financial Planning | ★ 5.0 | 8 |
| 4 | William Allan Investment Advisors✓ | Financial Planning | ★ 5.0 | 6 |
| 5 | Halbert Hargrove✓ | Financial Planning | ★ 4.6 | 18 |
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.