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Financial Advisors in Valencia, California

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

About Hiring a Financial Advisor in Valencia

Financial professionals in Valencia 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 Valencia

EAGLE WEALTH MANAGEMENT GROUP INC.

28212 KELLY JOHNSON PARKWAY, VALENCIA, CA 91355

📞 (661) 257-••••

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

23822 VALENCIA BLVD.

📞 (661) 286-••••

M2 CAPITAL ADVISORS

27441 TOURNEY ROAD, VALENCIA, CA 91355

📞 (661) 347-••••

PROSPERITAS FINANCIAL, LLC

25060 AVENUE STANFORD, VALENCIA, CA 91355

📞 (661) 255-••••

Frequently Asked Questions

Where can I find financial advisors in Valencia, California?

Valencia, California has 4 financial advisors listed in our directory. EAGLE WEALTH MANAGEMENT GROUP 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 Valencia?

Financial professionals in Valencia 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 Valencia?

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

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