Best Financial Advisors in Santa Ana

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
330+
Advisors
4.8/5.0
Average Rating

Santa Ana Financial Landscape

Santa Ana's economy is driven by a mix of retail, healthcare, and education sectors. The city benefits from its strategic location within the Los Angeles metropolitan area.

Major industries
Retail, Healthcare, Education
Population
334K (metro: 13.3M)
Median household income
$71,000
Unique needs
Santa Ana requires tailored financial strategies due to its diverse population and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Santa Ana's economy has shown resilience with a 3.5% growth rate, driven by local business expansions.
Wealth Demographics
According to Census (2023), the median income in Santa Ana is $71,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Santa Ana increasingly specialize in real estate and retirement planning due to local market dynamics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Santa Ana is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Santa Ana's real estate market has seen a 10% increase in home prices over the past year, raising affordability concerns.
Business Environment
According to Fortune (2024), Santa Ana's business climate is favorable, with incentives for startups and a supportive local government.

Top 5 Financial Advisors in Santa Ana

Financial Strategies - Wealth Management Group
★ ★ ★ ★ ★ 5
Joshua E. Hernandez - CFEd Certified Financial Educator
★ ★ ★ ★ ★ 5
Liberty Capital Management
★ ★ ★ ★ ★ 5
Warren Street Wealth Advisors, LLC
★ ★ ★ ★ ★ 5
John Stokes Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Santa Ana, 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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Santa Ana-Specific Expertise
For Santa Ana residents working in Retail, Healthcare, Education, 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
Santa Ana's retail and healthcare sectors face competition and economic shifts. Housing prices are rising, indicating bubble risks. Prepare for potential flooding and diversify investments.

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