Financial Planners in Santa Ana, CA — 10 Firms (2026)
10 financial planners in Santa Ana, California meet our listing bar — a website plus a public review record. They average 2.85★ across 10 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is M&M Wealth Associates at 5.0★ across 38 Google reviews.
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MW
M&M Wealth Associates✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning. Rated 5.0★ across 38 Google reviews.
OC
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning. Rated 4.2★ across 168 Google reviews.
OC
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning. Rated 3.9★ across 89 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering advisory. Rated 2.9★ across 29 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning, and advisory. Rated 2.6★ across 80 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering advisory. Rated 2.5★ across 16 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning, and advisory. Rated 2.0★ across 126 Google reviews.
MA
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning. Rated 1.9★ across 9 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning, and advisory. Rated 1.8★ across 70 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Ana, CA
Financial Planning in Santa Ana, California offering financial planning, and advisory. Rated 1.7★ across 84 Google reviews.
Top financial planners in Santa Ana
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | M&M Wealth Associates✓ | Financial Planning | ★ 5.0 | 38 |
| 2 | Orange County’s Credit Union - Downtown Santa Ana✓ | Financial Planning | ★ 4.2 | 168 |
| 3 | Orange County’s Credit Union - St. Andrew✓ | Financial Planning | ★ 3.9 | 89 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.9 | 29 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.6 | 80 |
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.