Financial Planners in San Clemente, CA — 5 Firms (2026)
5 financial planners in San Clemente, California meet our listing bar — a website plus a public review record. They average 2.94★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Gold Coast Financial Group at 4.8★ across 13 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Gold Coast Financial Group
★★★★★★★★★★4.8(13 Google reviews)✓ Verified on Google
Financial Planning · 2753 Camino Capistrano b1, San Clemente, CA 92672
Services: advisory
2.
BMO Bank N.A Branches
★★★★★★★★★★2.9(13 Google reviews)✓ Verified on Google
Financial Planning · 641 Camino De Los Mares, San Clemente, CA 92673
Services: advisory
3.
Bank of America Financial Center
★★★★★★★★★★2.7(32 Google reviews)✓ Verified on Google
Financial Planning · 300 S El Camino Real #100, San Clemente, CA 92672
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.2(6 Google reviews)✓ Verified on Google
Financial Planning · 620 Camino De Los Mares # A, San Clemente, CA 92673
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(30 Google reviews)✓ Verified on Google
Financial Planning · 965 Avenida Pico, San Clemente, CA 92673
Services: advisory
Top financial planners in San Clemente
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Gold Coast Financial Group | Financial Planning | 4.8 / 5 | 13 |
| 2 | BMO Bank N.A Branches | Financial Planning | 2.9 / 5 | 13 |
| 3 | Bank of America Financial Center | Financial Planning | 2.7 / 5 | 32 |
| 4 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 6 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.1 / 5 | 30 |
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.