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Financial Planners in Van Nuys, CA7 Firms (2026)

7 financial planners in Van Nuys, California meet our listing bar — a website plus a public review record. They average 2.69★ across 7 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Old Mission Financial, Inc. at 4.5★ across 8 Google reviews.

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OM
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning. Rated 4.5★ across 8 Google reviews.
4.5 (8)
BO
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 3.1★ across 69 Google reviews.
3.1 (69)
BO
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 3.0★ across 17 Google reviews.
3.0 (17)
BO
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 2.1★ across 139 Google reviews.
2.1 (139)
QA
Quality Acceptance✓ Verified
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 2.1★ across 114 Google reviews.
2.1 (114)
BO
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 2.1★ across 74 Google reviews.
2.1 (74)
FC
Financial PlanningVan Nuys, CA
Financial Planning in Van Nuys, California offering financial planning, and advisory. Rated 1.9★ across 172 Google reviews.
1.9 (172)

Top financial planners in Van Nuys

#FirmServiceRatingReviews
1Old Mission Financial, Inc.Financial Planning 4.58
2Bank of America Financial CenterFinancial Planning 3.169
3Bank of America Financial CenterFinancial Planning 3.017
4Bank of America Financial CenterFinancial Planning 2.1139
5Quality AcceptanceFinancial Planning 2.1114

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.

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