Financial Planners in Mission Viejo, CA — 10 Firms (2026)
10 financial planners in Mission Viejo, California meet our listing bar — a website plus a public review record. They average 3.37★ across 10 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Progressive Strategies Financial Group at 5.0★ across 13 Google reviews.
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PS
Progressive Strategies Financial Group✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning. Rated 5.0★ across 13 Google reviews.
DF
Downie Financial Group✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning. Rated 5.0★ across 11 Google reviews.
OC
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning. Rated 4.6★ across 40 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning. Rated 4.2★ across 5 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning. Rated 3.0★ across 29 Google reviews.
AD
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning, and advisory. Rated 2.7★ across 49 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering advisory. Rated 2.4★ across 24 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning, and advisory. Rated 2.0★ across 30 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMission Viejo, CA
Financial Planning in Mission Viejo, California offering financial planning, and advisory. Rated 1.8★ across 41 Google reviews.
Top financial planners in Mission Viejo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Progressive Strategies Financial Group✓ | Financial Planning | ★ 5.0 | 13 |
| 2 | Downie Financial Group✓ | Financial Planning | ★ 5.0 | 11 |
| 3 | Orange County’s Credit Union - Mission Viejo✓ | Financial Planning | ★ 4.6 | 40 |
| 4 | Financial Partners Credit Union✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | Fidelity Investments✓ | Financial Planning | ★ 3.0 | 29 |
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.