Financial Planners in Temecula, CA — 11 Firms (2026)
11 financial planners in Temecula, California meet our listing bar — a website plus a public review record. They average 4.43★ across 11 rated firms, and 8 are rated 4.5★ or higher. The highest-rated is Wolfgang Capital at 5.0★ across 56 Google reviews.
Showing 11 of 11 · sorted by Google rating
1.
Wolfgang Capital
★★★★★★★★★★5.0(56 Google reviews)✓ Verified on Google
Financial Planning · 28751 Rancho California Rd Ste 100, Temecula, CA 92590
2.
Enduring Wealth Advisors®
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 27555 Ynez Rd #212, Temecula, CA 92591
Services: advisory
3.
Lighthouse Capital Planners
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 27349 Jefferson Ave Ste 212, Temecula, CA 92590
4.
National Retirement Institute, llc.
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 43537 Ridge Park Dr, Temecula, CA 92590
Services: advisory
5.
David Hatch, CFP®
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 41593 Winchester Rd Suite 200, Temecula, CA 92590
6.
GC Asset Management
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 43537 Ridge Park Dr #100, Temecula, CA 92590
7.
La Pointe Wealth Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 43980 Margarita Rd #201, Temecula, CA 92592
8.
Grape Wealth Management
★★★★★★★★★★4.9(66 Google reviews)✓ Verified on Google
Financial Planning · 31285 Temecula Pkwy Ste 235, Temecula, CA 92592
9.
Yamei Academy of Excellence
★★★★★★★★★★4.1(9 Google reviews)✓ Verified on Google
Financial Planning · 27570 Commerce Center Dr #219, Temecula, CA 92590
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(56 Google reviews)✓ Verified on Google
Financial Planning · 31934 Temecula Pkwy, Temecula, CA 92592
Services: advisory
11.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(48 Google reviews)✓ Verified on Google
Financial Planning · 27489 Ynez Rd, Temecula, CA 92591
Services: advisory
Top financial planners in Temecula
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Wolfgang Capital | Financial Planning | 5.0 / 5 | 56 |
| 2 | Enduring Wealth Advisors® | Financial Planning | 5.0 / 5 | 11 |
| 3 | Lighthouse Capital Planners | Financial Planning | 5.0 / 5 | 9 |
| 4 | National Retirement Institute, llc. | Financial Planning | 5.0 / 5 | 9 |
| 5 | David Hatch, CFP® | Financial Planning | 5.0 / 5 | 6 |
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.