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.
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GC
Gold Coast Financial Group✓ Verified
Financial PlanningSan Clemente, CA
Financial Planning in San Clemente, California offering financial planning, and advisory. Rated 4.8★ across 13 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Clemente, CA
Financial Planning in San Clemente, California offering advisory. Rated 2.9★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Clemente, CA
Financial Planning in San Clemente, California offering financial planning, and advisory. Rated 2.7★ across 32 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Clemente, CA
Financial Planning in San Clemente, California offering financial planning, and advisory. Rated 2.2★ across 6 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Clemente, CA
Financial Planning in San Clemente, California offering financial planning, and advisory. Rated 2.1★ across 30 Google reviews.
Top financial planners in San Clemente
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Gold Coast Financial Group✓ | Financial Planning | ★ 4.8 | 13 |
| 2 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.9 | 13 |
| 3 | Bank of America Financial Center✓ | Financial Planning | ★ 2.7 | 32 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 6 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.1 | 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.