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.
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WC
Wolfgang Capital✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 56 Google reviews.
EW
Enduring Wealth Advisors®✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
LC
Lighthouse Capital Planners✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 9 Google reviews.
NR
National Retirement Institute, llc.✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning, and advisory. Rated 5.0★ across 9 Google reviews.
DH
David Hatch, CFP®✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 6 Google reviews.
GA
GC Asset Management✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 6 Google reviews.
LP
La Pointe Wealth Advisors✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 5 Google reviews.
GW
Grape Wealth Management✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 4.9★ across 66 Google reviews.
YA
Yamei Academy of Excellence✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 4.1★ across 9 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning, and advisory. Rated 2.6★ across 56 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning, and advisory. Rated 2.1★ across 48 Google reviews.
Top financial planners in Temecula
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wolfgang Capital✓ | Financial Planning | ★ 5.0 | 56 |
| 2 | Enduring Wealth Advisors®✓ | Financial Planning | ★ 5.0 | 11 |
| 3 | Lighthouse Capital Planners✓ | Financial Planning | ★ 5.0 | 9 |
| 4 | National Retirement Institute, llc.✓ | Financial Planning | ★ 5.0 | 9 |
| 5 | David Hatch, CFP®✓ | Financial Planning | ★ 5.0 | 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.