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Find Top Financial Advisors in San Clemente, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in San Clemente, California
Last Updated - 24-Jan-2023

San Clemente has 11 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in San Clemente, California have an average of 19 years of experience.

NOTE: The list of financial advisors in San Clemente, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Clemente, California.

Qualified Financial Advisors in San Clemente, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ryan K. Gunn
CFP®
GUNN FINANCIAL ASSOCIATES/ROYAL ALLIANCE ASSOCIATES
616 S El Camino Real, Suite H,
San Clemente, CA 92672
17 $125,000,000+ $1,000,000 Fee-Based
Jerry Slusiewicz
PACIFIC FINANCIAL PLANNERS
30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677
31 Not Specified $100000 Not Specified
Simon Reeves
TIDEROCK FINANCIAL
9900 Research Drive,
Irvine, CA 92618
25 Not Specified $500,000 Fee-Based
Mike Mess
VERACITY CAPITAL, LLC
4100 Newport Place Dr.,
Ste 255,
Newport Beach, CA 92660
16 $100,000,000 $1,000,000 Fee-Only
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT
620 Newport Center Drive,
Suite 1100,
Newport Beach, CA 92660
10 $3,800,000,000 $2,000,000 Fee-Only
Michael Jensen
CFP®
FALCON WEALTH PLANNING, INC.
2030 Main St,
13th Floor,
Irvine, CA 92614
10 $75,000,000 $250,000 Fee-Only
Aleksandar Raskovic
WESTPAC WEALTH PARTNERS
5280 Carroll Canyon Rd, Suite 300,
San Diego, CA 92121
22 $45,000,000 $50,000 Fee-Based
R.J. Kelly
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
WEALTH LEGACY GROUP, INC.
4540 Kearny Villa Road,
Suite 114,
San Diego, CA 92123
35 $75,000,000 $1,000,000 Fee-Based
Pure Financial Advisors, LLC
CFP®, AIF®
PURE FINANCIAL ADVISORS, LLC
3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108
Not Disclosed $4.08M Not Specified Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Los Angeles, CA 90012
11 $22,400,000,000 $100,000 Fee-Based
Michael Cannone
WESTMOUNT ASSET MANAGEMENT
2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067
22 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in San Clemente

Qualifications CRD# 5326196
Firm CRD# 23131
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 616 S El Camino Real, Suite H,
San Clemente,
CA
92672
Phone Number 888-902-5999

Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and partner at Gunn Financial Associates since 2008. Ryan holds series 7 & 66 registrations as a registered representative and investment advisor for Royal Alliance Associates, Inc. He is a licensed insurance agent with experience in life, disability and long term care. Ryan graduated in Finance from the David Eccles School of Business at the University of Utah and completed his CFP(R) education through Boston University. Ryan and his firm provide comprehensive wealth planning services to protect and maximize his client's financial resources.

About Gunn Financial Associates/Royal Alliance Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to high net worth individuals, families and small business owners. Our firm has over 40 years of experience in financial planning and its elements of accounting, taxes, investments and insurance. We assist clients with analysis and decisions regarding their financial goals and build and preserve their wealth. Financial Planning & Investment services include: Management of retirement & non-retirement investments, retirement income planning, tax planning to reduce income taxes, planning to preserve your assets and income.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1739938
Series 7, 63, 65


Office Location 30131 Town Center Drive, Suite 105,
Laguna Niguel,
CA
92677
Phone Number 949-219-0692

Jerry Slusiewicz is a veteran in the industry, with more than 31 years of professional investment experience. He has worked with both individuals and institutions to manage money for safety, growth, and income. His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel. His personal service includes frequent contact through his weekly email newsletters and radio programs. This allows clients and prospects an opportunity to understand Jerry's philosophy and current perspective on market conditions. Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a "client first" approach to portfolio management. Jerry has had his own radio show "Your Money Talks" for 16 years where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Jerry can also be seen as a regular guest on the TV show Politics & Profits with Rick Amato. Very active in his community, Jerry also served as The Mayor and a Council Member of the City of Laguna Niguel. Jerry has been a contributing writer to such prestigious websites such as The Street, Seeking Alpha, Minyanville and investment professionals seek him out for advice - now you should too.

About Pacific Financial Planners

Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care. Creating the Income, Growth and Safety you desire through: Portfolio Management & Capital Preservation Cost and Risk Control Establishing Long-Term Relationships Integrity - Service - Financial Solutions

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals


Qualifications CRD# 2835991
Firm CRD# 155622
Series 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 9900 Research Drive,
Irvine,
CA
92618
Phone Number 877-433-3665

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.

About TideRock Financial

TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans.
Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives.
TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients' interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another. Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts


Qualifications CRD# 5332104
Firm CRD# 304272
Series 7, 66

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 4100 Newport Place Dr.,
Ste 255,
Newport Beach,
CA
92660
Phone Number 949-345-1954

Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients who are corporate executives, small business owners, or are transitioning through a life event (retirement, divorce, inheritance, etc.). From spedning over a decade at a large global bank to founding Veracity Capital, Mike is keenly aware of the risks, rewards, and complexities that his clients face. Mike sees the client and advisor relationship similar to a partnership, where communication, transparency, and preparation are crucial to success. He believes that no two clients have the same financial goals, so no two clients should have the same plan. Because of this, Mike works with a lower number of clients and selectively focuses on those that can benefit from his skill set. As a founding partner of Veracity Capital, Mike also enjoys developing other advisors in the firm and helping them grow. Mike also serves the finance function as CFO of Veracity Capital. Prior to Veracity Capital, Mike spent 11 years working at Goldman Sachs, in the AYCO division where he advised his clients. Mike earned a Bachelor of Science in Business from California State University, Northridge, and an MBA from Chapman University. Outside the office, Mike, his wife Keegan, and two sons, Macklyn and Hendrix, can be found outdoors, playing sports, and traveling.

About Veracity Capital, LLC

Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5750237
Firm CRD# 158857
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number 949-674-5190

Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.

About Westmount Asset Management

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.

Advisory Services Provided:

Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5848722
Firm CRD# 174092
Series 7, 66

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 2030 Main St,
13th Floor,
Irvine,
CA
92614
Phone Number 855-963-2526

Michael Jensen has been helping individuals and families meet their financial goals for 10 years. He is the Managing Director of Falcon Wealth Planning where he works directly with clients and leads the team in Falcon's Irvine offices. Michael aligns his clients' life and wealth by helping them navigate all critical financial events to make informed financial decisions to live the life they want. As a CFP®, he aims to take the mystery out of retirement by answering questions with a direct, personalized approach. Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working as an advisor for Merrill Lynch after graduating from the University of Southern California (USC) Marshall School of Business. Michael takes on pro bono financial planning engagements aimed to help people who are behind on retirement savings or burdened by debt to improve their quality of life and put them on a path towards financial independence. Outside of work he is an avid sports fan, enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke and goldendoodle Kaia.

About Falcon Wealth Planning, Inc.

Raise Your Expectations Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER Professionals who help clients across the country. ABOUT FALCON WEALTH Most people do not know what to do with their money. They don't want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn't make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale. Falcon Wealth Planning is different. WE DON'T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES. TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6995589
Firm CRD# 46173
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 5280 Carroll Canyon Rd, Suite 300,
San Diego,
CA
92121
Phone Number 619-354-0609

It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me. My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends. - Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association. - Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 22 years of experience in finance. We provide Personal Strategies like financial organization, multi-generational wealth transfer, future tax strategies, estate planning, savings rate optimization, insurance optimization, wealth management, accumulation, and distribution, debt restructuring and efficiency. For Business Owners, we work on business exit planning coordination, tax strategies (present and future), tax efficiency (retirement plan optimization), business succession planning, buy-sell agreement and pension design & administration, to name a few. I will help you create a strategy for a successful financial future for you and your family. Feel free to contact me at (619) 354-0609 for a no obligation and 100% confidential consultation to discuss your situation and options. Sincerely yours, Aleksandar Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24

About WestPac Wealth Partners

Our WestPac teams consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.
We offer both personal strategies and business owner strategies to our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1080259
Firm CRD# 145705
Series 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 4540 Kearny Villa Road,
Suite 114,
San Diego,
CA
92123
Phone Number 858-569-0633

R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. Located in San Diego, CA, WLG has clients in nineteen states and growing. Creator of the proprietary Critical Actions Roadmap, R. J. and the WLG team develop comprehensive plans that maximize investment and asset growth, reduce taxes, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies.
He has been repeatedly called upon as an expert witness and is skilled in handling delicate interpersonal matters and facilitating family communication.
R. J. is a frequent speaker and author. The San Diego Union Tribune, L.A. Times, Yahoo Finance, San Diego Magazine have run feature articles on R. J. or published articles by him, to name just a few.
Speaking audiences are many and include: Vistage International Conference and numerous local chapters; Strazzeri/Mancini Gathering; main platform speaker for various national conferences including: Advisors in Philanthropy, Nothing Bundt Cakes, Million Dollar Round Table, NAIFA, and many others. Additionally, R. J. was featured on the PBS series - The Financial Advisors. Read More: https://wealthlegacygroup.com/team/r-j-kelly-financial-advisor-san-diego/ Professional Credentials Explained: https://wealthlegacygroup.com/wp-content/uploads/2021/06/Professional-Credentials-rev-06-01-2021.pdf

About Wealth Legacy Group, Inc.

Our Vision We believe that successful business owners, executives and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and/or their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family, and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals Mission Statement We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives, and their families using a comprehensive team approach. Value Statement We are committed to being the nation's premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. Our Values Are To ... Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge, and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process! Visit us at: https://wealthlegacygroup.com/

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 144316

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 3131 Camino del Rio N,
Suite 1550,
San Diego,
CA
92108
Phone Number 619-814-4100

About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.08 billion in client assets under management (as of February 22, 2022) and is currently helping over 3,400 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4857126
Firm CRD# 158857
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number 310-556-2502

Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs.
After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.

About Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.

Advisory Services Provided:

Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Top Financial Advisor Firms in San Clemente, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
IGNITE PLANNERS LLC
109 E. Escalones,
San Clemente, CA 92672
$363,509,883 1305 A percentage of AUM
Hourly charges
Fixed fees
STEPHENSON AND COMPANY, INC.
241 Avenida Del Mar,
San Clemente, CA 92672
$227,767,519 422 A percentage of AUM
Hourly charges
Fixed fees
SB WEALTH
109 E Escalones,
San Clemente, CA 92672
$221,007,141 476 A percentage of AUM

    List of Additional Advisors in San Clemente, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Sage Financial Innovations
    Inquire with Sage
    125 E Avenida San Juan, San Clemente, CA  92672 949-387-4460
    NCG Financial
    Inquire with NCG
    185 Avenue La Pata, Suite 206, San Clemente, CA  92673 949-388-9046
    Edward Jones
    Inquire with Edward
    429 Avenida De La Estrella, Suite 102, San Clemente, CA  92672 949-492-1274
    Edward Jones
    Inquire with Edward
    300 S El Camino Real, Suite 102 B, San Clemente, CA  92672 949-940-0256
    Edward Jones
    Inquire with Edward
    905 Calle Amanecer, Suite 260, San Clemente, CA  92673 949-361-6970
    Edward Jones
    Inquire with Edward
    429 Avenida De La Estrella, Suite 102, San Clemente, CA  92672 949-492-1274
    Edward Jones
    Inquire with Edward
    300 S El Camino Real, Suite 102 B, San Clemente, CA  92672 949-940-0256
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?