Financial Planners in Seal Beach, CA — 5 Firms (2026)
5 financial planners in Seal Beach, California meet our listing bar — a website plus a public review record. They average 3.96★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Bryan Kiernan - Edelman Financial Engines at 4.9★ across 19 Google reviews.
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BK
Financial PlanningSeal Beach, CA
Financial Planning in Seal Beach, California offering financial planning, and advisory. Rated 4.9★ across 19 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningSeal Beach, CA
Financial Planning in Seal Beach, California offering financial planning. Rated 4.3★ across 17 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSeal Beach, CA
Financial Planning in Seal Beach, California offering financial planning. Rated 4.1★ across 23 Google reviews.
LC
Lenning & Co., Inc.IRS PTIN
Financial PlanningSeal Beach, CA
Financial Planning in Seal Beach, California offering financial planning. Rated 3.7★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSeal Beach, CA
Financial Planning in Seal Beach, California offering financial planning, and advisory. Rated 2.8★ across 18 Google reviews.
Top financial planners in Seal Beach
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bryan Kiernan - Edelman Financial Engines✓ | Financial Planning | ★ 4.9 | 19 |
| 2 | Financial Partners Credit Union✓ | Financial Planning | ★ 4.3 | 17 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 4.1 | 23 |
| 4 | Lenning & Co., Inc. | Financial Planning | ★ 3.7 | 6 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.8 | 18 |
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.