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Financial Advisors in Brea, California

Our hand-picked list of 4 financial advisors serving Brea, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Brea

Financial professionals in Brea should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Brea

LIGHTHOUSE FINANCIAL SERVICES INC

3070 SATURN STREET, BREA, CA 92821

📞 (714) 572-••••

SACKETT WEALTH ADVISORS, INC.

915 W. IMPERIAL HIGHWAY, SUITE 160

📞 (714) 671-••••

SMART PORTFOLIO

3230 E. IMPERIAL HIGHWAY

📞 858-898-••••

SMART PORTFOLIO LLC

3230 E. IMPERIAL HIGHWAY

Frequently Asked Questions

Where can I find financial advisors in Brea, California?

Brea, California has 4 financial advisors listed in our directory. LIGHTHOUSE FINANCIAL SERVICES INC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Brea?

Financial professionals in Brea should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Brea?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Brea-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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