Financial Planners in Tustin, CA — 7 Firms (2026)
7 financial planners in Tustin, California meet our listing bar — a website plus a public review record. They average 4.10★ across 7 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Melissa Levin Insurance Services at 5.0★ across 26 Google reviews.
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ML
Melissa Levin Insurance Services✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning, and advisory. Rated 5.0★ across 26 Google reviews.
SW
Sterling Wealth Partners✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning. Rated 5.0★ across 9 Google reviews.
SI
Secured Income Group✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning. Rated 4.9★ across 113 Google reviews.
FA
Financial Advisors Network✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning, and advisory. Rated 4.8★ across 13 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning, and advisory. Rated 4.0★ across 78 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering advisory. Rated 2.8★ across 26 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningTustin, CA
Financial Planning in Tustin, California offering financial planning, and advisory. Rated 2.2★ across 84 Google reviews.
Top financial planners in Tustin
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Melissa Levin Insurance Services✓ | Financial Planning | ★ 5.0 | 26 |
| 2 | Sterling Wealth Partners✓ | Financial Planning | ★ 5.0 | 9 |
| 3 | Secured Income Group✓ | Financial Planning | ★ 4.9 | 113 |
| 4 | Financial Advisors Network✓ | Financial Planning | ★ 4.8 | 13 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 4.0 | 78 |
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.