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Find Top Financial Advisors in San Clemente, California

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in San Clemente, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in San Clemente

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in San Clemente, California
Financial Advisor Office Location Phone Number
Ryan Gunn, CFP®
Gunn Financial Associates
2122 S. El Camino Real, Suite B,
San Clemente, CA  92672
(888) 902-5999
Jerry Slusiewicz
Pacific Financial Planners
30131 Town Center Drive, Suite 105,
Laguna Niguel, CA  92677
(949) 219-0692
Simon Reeves
TideRock Financial
30 Enterprise, Suite #190,
Aliso Viejo, CA  92656
(877) 433-3665
Rodd Miller, CFP®
Miller Wealth Management
1901 Camino Vida Roble,
Carlsbad, CA  92008
(760) 856-4428
James Peters
Centaurus Financial
18662 Macarthur Blvd,
Irvine, CA  92612
(949) 631-3840

Information on Qualified Financial Advisors in San Clemente

Qualifications CRD# 5326196
FirmCRD# 23131
Series 7, 66

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


Office Location 2122 S. El Camino Real, Suite B,
San Clemente,
CA 
92672
Phone Number (888) 9025999

Ryan is a Certified Financial Planner(TM) and has been a partner at Gunn Financial Associates since 2008. Ryan holds series 7 & 66 registrations as a registered representative for Royal Alliance Associates, Inc. He is also a licensed insurance agent. Ryan specializes in assisting clients prepare for and enjoy a financially productive and rewarding life. After graduating in Finance from the David Eccles School of Business at the University of Utah, Ryan began his professional career at Wells Fargo Financial where he assisted both English and Spanish speaking clients with credit repair, debt consolidation and mortgage refinancing. Ryan became an independent financial planner at Aegis Wealth Group which eventually led him to join Gunn Financial Associates. Ryan believes that regular communication and education are the best tools for helping clients achieve their financial goals.

About Gunn Financial Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to 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 -Estate planning



Qualifications CRD# 1739938
Series 7, 63, 65


Office Location 30131 Town Center Drive, Suite 105,
Laguna Niguel,
CA 
92677
Phone Number (949) 2190692

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



Qualifications CRD# 2835991
FirmCRD# 155622
Series 65

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


Office Location 30 Enterprise, Suite #190,
Aliso Viejo,
CA 
92656
Phone Number (877) 4333665

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

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.



Qualifications CRD# 4984062
FirmCRD# 6413
Series 7, 24, 66

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


Office Location 1901 Camino Vida Roble,
Suite 112,
Carlsbad,
CA 
92008
Phone Number (760) 8564428

Rodd R. Miller is a family CFO and CFP®, CERTIFIED FINANCIAL PLANNER" professional. He understands juggling family, business and money management. In 2011, he founded Miller Wealth Management to help families and businesses manage their investment and retirement strategies. Where We Serve - San Diego, California communities: Carlsbad, Encinitas, Oceanside, Vista, Escondido, San Marcos, Poway, Ramona, Rancho Sante Fe, Fallbrook, La Jolla, Del Mar, Solana Beach and communities in and around San Diego. Southern Orange County and Riverside communities: San Clemente, San Juan Capistrano, Temecula and surrounding communities. California, Arizona, Connecticut, Texas, Indiana, Wyoming, Montana and Alabama. Registrations and Certifications - Rodd an LPL Registered Principal and a CERTIFIED FINANCIAL PLANNER" (CFP®) professional. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the comprehensive CFP® Certification Examination. Rodd holds the FINRA Series 7, 66, and 24 securities registrations with LPL Financial and state insurance licenses in California, Arizona, and Texas. Rodd's previous experience includes retirement and income planning at First Allied Securities. His corporate finance experience involved private equity transactions, mergers & acquisitions, investment banking, and real estate development. California Insurance Lic#: 0G90505. Background: University of San Diego, BBA with an emphasis in finance and real estate, a magna cum laude graduate. Rodd lives with his wife Mary and three children. He actively supports and coaches youth sports and enjoys the occasional round of golf.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees. We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies. Our Mission- Very simple - Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by ourclients as their family CFO or a trusted advisor to their business - an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit. Our Investment Philosophy - Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.



Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

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


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA 
92612
Phone Number (949) 6313840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.



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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?