Best Financial Advisors in Fullerton

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
130+
Advisors
4.8/5.0
Average Rating

Fullerton Financial Landscape

Fullerton's economy is characterized by a mix of education, healthcare, and retail sectors, contributing to its robust growth. The city benefits from its proximity to major metropolitan areas, enhancing its economic landscape.

Major industries
Education, Healthcare, Retail
Population
138.9K (metro: 3.2M)
Median household income
$76,000
Unique needs
Fullerton requires tailored financial strategies to address its diverse economic base and housing market dynamics.
Market Insights
Economic Growth
According to BEA (2023), Fullerton's economy has shown steady growth, driven by educational institutions and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Fullerton is approximately $76,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Fullerton are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Fullerton is rising, influenced by housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Fullerton's real estate market is competitive, with home prices increasing due to demand and limited inventory.
Business Environment
According to Fortune (2024), Fullerton's business climate is favorable, supported by local government initiatives and a skilled workforce.

Top 5 Financial Advisors in Fullerton

Mariner
★ ★ ★ ★ ★ 5
Stone Financial Services, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jason D Orsini, AAMS®
★ ★ ★ ★ ★ 5
Gold Line Insurance And Financial Services
★ ★ ★ ★ ★ 5
Lighthouse Financial Services Inc
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Fullerton, 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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Fullerton-Specific Expertise
For Fullerton residents working in Education, 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
Fullerton's reliance on education and retail poses risks; housing market volatility and potential earthquakes necessitate diversified investments and risk mitigation strategies.

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