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.
Showing 5 of 5 · sorted by Google rating
1.
Bryan Kiernan - Edelman Financial Engines
★★★★★★★★★★4.9(19 Google reviews)✓ Verified on Google
Financial Planning · 3020 Old Ranch Pkwy Suite 100, Seal Beach, CA 90740
Services: advisory
2.
Financial Partners Credit Union
★★★★★★★★★★4.3(17 Google reviews)✓ Verified on Google
Financial Planning · 12410 Seal Beach Blvd Ste E, Seal Beach, CA 90740
3.
Fidelity Investments
★★★★★★★★★★4.1(23 Google reviews)✓ Verified on Google
Financial Planning · 12201 Seal Beach Blvd, Seal Beach, CA 90740
4.
Lenning & Co., Inc.
★★★★★★★★★★3.7(6 Google reviews)IRS PTIN
Financial Planning · 13924 Seal Beach Blvd # C, Seal Beach, CA 90740
5.
Bank of America Financial Center
★★★★★★★★★★2.8(18 Google reviews)✓ Verified on Google
Financial Planning · 208 Main St, Seal Beach, CA 90740
Services: advisory
Top financial planners in Seal Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Bryan Kiernan - Edelman Financial Engines | Financial Planning | 4.9 / 5 | 19 |
| 2 | Financial Partners Credit Union | Financial Planning | 4.3 / 5 | 17 |
| 3 | Fidelity Investments | Financial Planning | 4.1 / 5 | 23 |
| 4 | Lenning & Co., Inc. | Financial Planning | 3.7 / 5 | 6 |
| 5 | Bank of America Financial Center | Financial Planning | 2.8 / 5 | 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.