Best Financial Advisors in Aliso Viejo

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Aliso Viejo Financial Landscape

With a population of 50,175, Aliso Viejo thrives in a diverse economy supported by technology and healthcare sectors. The city benefits from its proximity to major urban centers.

Major industries
Technology, Healthcare, Retail
Population
50K (metro: 3.2M)
Median household income
$92,000
Unique needs
Aliso Viejo requires tailored financial strategies for its tech-heavy workforce and growing real estate market.
Market Insights
Economic Growth
According to BEA (2023), Aliso Viejo's economy is expanding, driven by tech and healthcare sectors, with a growth rate of 3.5%.
Wealth Demographics
According to Census (2023), the median income in Aliso Viejo is $92,000, reflecting a relatively affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Aliso Viejo increasingly specialize in tech and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Aliso Viejo's cost of living is 15% above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in Aliso Viejo is approximately $800,000, with a 10% increase year-over-year.
Business Environment
According to Fortune (2024), Aliso Viejo's business climate is favorable, with a supportive local government and access to venture capital.

Top 5 Financial Advisors in Aliso Viejo

Eden Financial
★ ★ ★ ★ ★ 5
Your Financial Genie
★ ★ ★ ★ ★ 5
Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors
★ ★ ★ ★ ★ 5
Rudy Anguiano - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Trusted Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Aliso Viejo, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Aliso Viejo-Specific Expertise
For Aliso Viejo residents working in Technology, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Aliso Viejo's tech focus necessitates economic diversification to mitigate downturn risks. Rapid housing price increases suggest potential bubble risks, while wildfire and earthquake threats require p...

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