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.
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JE
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning, and advisory. Rated 5.0★ across 35 Google reviews.
★5.0 (35)
LD
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning. Rated 5.0★ across 23 Google reviews.
KI
Keep It Simple Financial Planning✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning. Rated 5.0★ across 10 Google reviews.
AA
Aros Asset Management✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning. Rated 5.0★ across 6 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning. Rated 4.2★ across 47 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning, and advisory. Rated 3.4★ across 28 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning, and advisory. Rated 2.3★ across 42 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningOrange, CA
Financial Planning in Orange, California offering financial planning, and advisory. Rated 1.9★ across 82 Google reviews.
Top financial planners in Orange
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Joshua E. Hernandez - CFEd Certified Financial Educator✓ | Financial Planning | ★ 5.0 | 35 |
| 2 | Yogi CPA✓ | Financial Planning | ★ 5.0 | 24 |
| 3 | Life Design Financial & Insurance Services✓ | Financial Planning | ★ 5.0 | 23 |
| 4 | Keep It Simple Financial Planning✓ | Financial Planning | ★ 5.0 | 10 |
| 5 | Aros Asset Management✓ | Financial Planning | ★ 5.0 | 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.