Financial Planners in Orange, CA — 9 Firms (2026)
9 financial planners in Orange, California meet our listing bar — a website plus a public review record. They average 4.09★ across 9 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Joshua E. Hernandez - CFEd Certified Financial Educator at 5.0★ across 35 Google reviews.
Showing 9 of 9 · sorted by Google rating
1.
Joshua E. Hernandez - CFEd Certified Financial Educator
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Financial Planning · 765 The City Dr S #440, Orange, CA 92868
Services: advisory
2.
Yogi CPA
★★★★★★★★★★5.0(24 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 1100 W Town and Country Rd Suite 1250, Orange, CA 92868
3.
Life Design Financial & Insurance Services
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 500 N State College Blvd Suite #1100, Orange, CA 92868
4.
Keep It Simple Financial Planning
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 134 S Glassell St Unit E, Orange, CA 92866
5.
Aros Asset Management
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 500 N State College Blvd Ste 1100, Orange, CA 92868
6.
Financial Partners Credit Union
★★★★★★★★★★4.2(47 Google reviews)✓ Verified on Google
Financial Planning · 1409 W Chapman Ave Ste A, Orange, CA 92868
7.
Bank of America Financial Center
★★★★★★★★★★3.4(28 Google reviews)✓ Verified on Google
Financial Planning · 4825 E Chapman Ave, Orange, CA 92869
Services: advisory
8.
Bank of America Financial Center
★★★★★★★★★★2.3(42 Google reviews)✓ Verified on Google
Financial Planning · 2680 N Tustin St, Orange, CA 92865
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.9(82 Google reviews)✓ Verified on Google
Financial Planning · 941 N Tustin St, Orange, CA 92867
Services: advisory
Top financial planners in Orange
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Joshua E. Hernandez - CFEd Certified Financial Educator | Financial Planning | 5.0 / 5 | 35 |
| 2 | Yogi CPA | Financial Planning | 5.0 / 5 | 24 |
| 3 | Life Design Financial & Insurance Services | Financial Planning | 5.0 / 5 | 23 |
| 4 | Keep It Simple Financial Planning | Financial Planning | 5.0 / 5 | 10 |
| 5 | Aros Asset Management | Financial Planning | 5.0 / 5 | 6 |
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.