Best Financial Advisors in Garden Grove

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
170+
Advisors
4.7/5.0
Average Rating

Garden Grove Financial Landscape

As of 2023, Garden Grove boasts a population of 175,140, contributing to the dynamic Orange County economy. The city is characterized by a mix of retail, hospitality, and healthcare industries.

Major industries
Retail, Hospitality, Healthcare
Population
175K (metro: 3.2M)
Median household income
$72,000
Unique needs
Garden Grove's diverse population requires tailored financial services and community engagement strategies.
Market Insights
Economic Growth
According to BEA (2023), Garden Grove's economy has shown resilience with a steady growth rate of 3% annually, driven by tourism and local businesses.
Wealth Demographics
According to Census (2023), the median household income in Garden Grove is approximately $72,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Garden Grove increasingly specialize in retirement planning and investment strategies tailored to diverse populations.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Garden Grove is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the real estate market in Garden Grove is competitive, with median home prices rising by 5% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Garden Grove's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Garden Grove

Wilson Financial Advisors
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Jon Na
★ ★ ★ ★ ★ 5
First Command
★ ★ ★ ★ ★ 5
Life Design Financial & Insurance Services
★ ★ ★ ★ ★ 5
Joshua E. Hernandez - CFEd Certified Financial Educator
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Garden Grove, 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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Garden Grove-Specific Expertise
For Garden Grove residents working in Retail, Hospitality, Healthcare, 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
Garden Grove's retail and hospitality focus poses economic risks; housing market volatility may lead to bubbles. Prepare for natural disasters like earthquakes and flooding.

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