Financial Planners in Westminster, CA — 5 Firms (2026)
5 financial planners in Westminster, California meet our listing bar — a website plus a public review record. They average 3.42★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Little Saigon Living Trust at 5.0★ across 140 Google reviews.
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LS
Little Saigon Living Trust✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering financial planning. Rated 5.0★ across 140 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering financial planning. Rated 4.1★ across 37 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering advisory. Rated 3.2★ across 13 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering financial planning, and advisory. Rated 2.6★ across 82 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering financial planning, and advisory. Rated 2.2★ across 88 Google reviews.
Top financial planners in Westminster
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Little Saigon Living Trust✓ | Financial Planning | ★ 5.0 | 140 |
| 2 | Financial Partners Credit Union✓ | Financial Planning | ★ 4.1 | 37 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.2 | 13 |
| 4 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.6 | 82 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 88 |
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.