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Financial Advisors in Laguna Beach, California

Our hand-picked list of 5 financial advisors serving Laguna Beach, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Laguna Beach

Financial professionals in Laguna Beach 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 Laguna Beach

CAMELOT CAPITAL PARTNERS LLC

312 BROADWAY STREET, LAGUNA BEACH, CA 92651

📞 (949) 312-••••

NORTH REEF CAPITAL MANAGEMENT LP

1833 SOUTH COAST HIGHWAY, LAGUNA BEACH, CA 92651

📞 (949) 482-••••

WCM INVESTMENT MANAGEMENT

281 BROOKS STREET, LAGUNA BEACH, CA 92651

📞 (949) 380-••••

Wells Fargo Advisors

265, Ocean Avenue, Laguna Beach, CA, 92651

SAGENT WEALTH MANAGEMENT

1489 GLENNEYRE STREET

📞 (949) 756-••••

Frequently Asked Questions

Where can I find financial advisors in Laguna Beach, California?

Laguna Beach, California has 5 financial advisors listed in our directory. CAMELOT CAPITAL PARTNERS LLC 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 Laguna Beach?

Financial professionals in Laguna Beach 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 Laguna Beach?

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

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