Financial Advisors
Articles:
National Association of Fee Only Advisors – Questionnaire to use for choosing a new advisor
Financial advisors are listed alphabetically by city then alphabetically by last name.
BREA
George D. McDaniel
3000 E. Birch St., Suite 107
Brea, CA 92621
Phone: (714) 572-8900
Fax: (714) 993-3372
Email: george@lfsinc.cncdsl.com
Robert G McDaniel , CFP
3000 E. Birch St., Suite 107
Brea, CA 92621
Phone: (714) 572-8900
Fax: (714) 572-8900
Email: robert@lighthouselink.com
FULLERTON
Carl Lachman, CFP
Eclectic Associates
1021 West Bastanchury Road, Suite 120
Fullerton, CA 92833
Phone: (714) 738-0220
Fax: (714) 738-0483
Email: clachman@eclecticassociates.com
Website: www.eclecticassociates.com
IRVINE
Robert J. Greenberg CFP
2600 Michelson Dr., Suite 1700
Irvine, CA 92612-6535
Phone: (714) 437-0040
Fax: (714) 437-3122
Email: rgreenberg@ggadvisors.com
Website: www.ggadvisors.com
Bryan Craig Wisda, CFP
Summit Wealth Management
100 Pacifica, Suite 320
Irvine, CA 92618
Phone: (949) 753-9270 x24
Fax: (949) 753-0250
Email: bwisda@summitwealthmanagement.com
Website: www.summitwealthmanagement.com
LAGUNA NIGUEL
Angie Grillo, CFP®, AIF®
South County Financial Planning
28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677
Phone: (949) 240-6125
Fax: (949) 218-6193
Email: Angie@SouthCountyFP.com
Website: www.SouthCountyFP.com
Gary E. Miller, CFP
30101 Town Center Drive, Suite 100
Laguna Niguel, CA 92677
Phone: (949) 249-2057
Fax: (949) 495-3867
Email: garymill@pacbell.net
Website: www.trustedfinancial.com
MISSION VEIJO
Robin Giles, CFP®, MsBA
Harrison – de Charon, LLC.
27281 Las Ramblas, Suite 200
Mission Viejo, CA 92691
Phone: (949) 338-8488
Fax: (858) 228-1760
Email: rgiles@hdcfp.com
Website: www.hdcfp.com
Scott D. Walker CFP®
Walker Financial Advisors, Inc.
26691 Plaza Dr. I Suite 240
Mission Viejo, CA 92691
Phone: (949) 367-1961
Fax: (949) 367-1887
Email: scott@walkerfinancial.com
Website: www.walkerfinancial.com
NEWPORT BEACH
Scott Anderson, CPA CFP® EA
4695 MacArthur Court, Suite 480
Newport Beach, CA 92660
Phone: (949) 200-7111
Fax: (949) 422-3484
Email: sanderson@skacpa.com
Website: www.newportadvisory.com
Lauren Klein, CFP, EA, MBA
Klein Financial Advisors, Inc.
4299 MacArthur Boulevard, Suite 100
Newport Beach, CA 92660
Phone: (949) 477-4990
Fax: (714) 464-4481
Email: Lauren@KleinAdvisors.com
Website: www.KleinAdvisors.com
Edward Rennie
Rennie & Associates
1608 Galaxy Drive
Newport Beach, CA 92660
Phone: (949) 650-8622
Fax: (949) 650-6683
Email: ecrennie@att.net
Website: www.rennieandassociatesfp.com
Gary B. Rennie, CFP®
New Port Beach, CA
Phone: (949) 679-4775
Fax: (949) 679-4775
Email: gbrennie@cox.net
Website: www.rennieandassociatesfp.com
Mark Rylance, CFP
RS Crum Inc.
4 Upper Newport Plaza Drive #201
Newport Beach, CA 92660
Phone: (949) 428-9696
Fax: (949) 428-9680
Email: rscas@rscas.com
Website: www.rscrum.com
SANTA ANA
Linda A. Barlow, CFP
2700 N. Main St Suite 850
Santa Ana, CA 92705-6638
Phone: (714) 953-1232
Fax: (714) 973-6314
Email: wealthmanagers@earthlink.net
SAN JUAN CAPISTRANO
William Cuthbertson, MBA, EA, CFP®
30320 Rancho Viejo Road, Suite 100
San Juan Capistrano, CA 92675
Phone: (949) 429-5995
Fax: (949) 429-5996
Email: william@fiscalisadvisory.com
Website: www.FiscalisAdvisory.com
