Best Financial Advisors in San Clemente

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
4.6/5.0
Average Rating

San Clemente Financial Landscape

The economy of San Clemente is driven by tourism, real estate, and small businesses. Its scenic location attracts both residents and visitors, contributing to steady growth.

Major industries
Tourism, Real Estate, Retail
Population
65K (metro: N/A)
Median household income
$90,000
Unique needs
San Clemente requires tailored financial advice due to its unique coastal economy and real estate market.
Market Insights
Economic Growth
According to BEA (2023), San Clemente's economy has seen a 3% growth rate, driven by tourism and real estate investments.
Wealth Demographics
According to Census (2023), the median income in San Clemente is approximately $90,000, reflecting a relatively affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in the area are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in San Clemente is 20% higher than the national average, driven by housing and amenities.
Real Estate Market
According to Zillow (2024), the median home price in San Clemente is around $1.2 million, with a strong demand for coastal properties.
Business Environment
According to Fortune (2024), San Clemente's business climate is favorable for small businesses, particularly in retail and hospitality.

Top 5 Financial Advisors in San Clemente

NCG Financial Inc.
★ ★ ★ ★ ★ 5
Williams Financial Advisors
★ ★ ★ ★ ★ 5
The Clark Group Asset Management
★ ★ ★ ★ ★ 5
Professional Financial Advisor
★ ★ ★ ★ ★ 5
Warren Street Wealth Advisors, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in San Clemente, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
San Clemente-Specific Expertise
For San Clemente residents working in Tourism, Real Estate, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
San Clemente's tourism reliance poses economic risks; housing market volatility may lead to bubbles. Prepare for coastal erosion and flooding while diversifying investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland