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- Orange County Financial Planners and Firms -

Orange County Financial Planner

A financial planner or personal financial planner is a financial professional who services people in dealing with many personal financial matters through planning. Financial can also be certified. Those planners that are certified can carry the designation CFP. These areas of planning include education planning, retirement, investments, risk management/insurance, taxation, cash flow management, estate plans and business succession plans.

These financial services are commonly known as personal financial planning. The planner guided by specific financial planning processes. The plan is a detailed with strategies personalized to the client's specific financial needs. The planners goals is to create a structured financial "guide" to meet a client's financial requirements. Financial planners can charge by flat fee, hourly fees or a commission on the product they may sell to the client. Financial planners should be used to work with tax accountants, CPAs, Estate & Probate attorneys and other advisors to the client. Communication between the advisors is critical to the client and to meet the client's financial goals.

Orange County Certified Financial Planner (CFP)

The Certified Financial Planner Board of Standards, Inc. is to help people by admitting the CFP® certification and safeguarding it as the recognized standard of excellence for knowledgeable and ethical personal financial planning. See Certified Financial Planner

Seal Beach
Offers financial planning services - Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. (714) 969-1040


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Orange County, California

Orange County cities served: Anaheim, Brea, Buena Park, Capistrano Beach, Cerritos, Costa Mesa, Cypress, Dana Point, Foothill Ranch, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Lake Forest, Mission Viejo, Newport Beach, OC, Orange, Placentia, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Westminister & Yorba Linda.

The information and links contained in this web site are educational only and should not be construed as taxation or financial advice. Moreover, the publisher of this web site has made no attempt to verify the information contained in any of the links listed herein, nor does the publisher have any control over the content of these links. Therefore, the publisher of this web site expressly denies liability and undertakes no responsibility for the reliance on, or consequences of, using information or services found in the Clear Grid Orange County Accountant and Finance Directory web site.

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