Best Financial Advisors in Tustin

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
70+
Advisors
4.9/5.0
Average Rating

Tustin Financial Landscape

Tustin's economy is characterized by a mix of retail, healthcare, and technology sectors. The city benefits from its proximity to major metropolitan areas, enhancing its economic potential.

Major industries
Retail, Healthcare, Technology
Population
78.3K (metro: 3.2M)
Median household income
$85,000
Unique needs
Tustin requires tailored financial strategies due to its unique economic landscape and demographic profile.
Market Insights
Economic Growth
According to BEA (2023), Tustin's economy is expanding, driven by retail and healthcare sectors, with a projected growth rate of 3.5% annually.
Wealth Demographics
According to Census (2023), Tustin's median household income is $85,000, reflecting a diverse economic base and a growing affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Tustin are increasingly specializing in real estate and tech investments to cater to local market demands.
Local Considerations
Cost of Living
According to BLS (2024), Tustin's cost of living is approximately 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Tustin's real estate market is competitive, with home prices rising by 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Tustin's business climate is favorable, with supportive local policies and a growing number of startups in the tech sector.

Top 5 Financial Advisors in Tustin

Edward Jones - Financial Advisor: Lee Norton, ChFC®|RICP®|AAMS®
★ ★ ★ ★ ★ 5
Sterling Wealth Partners
★ ★ ★ ★ ★ 5
Haro Financial Services
★ ★ ★ ★ ★ 5
Parsonex Financial Services, Inc. - Tustin Office - John McCarthy, Branch President
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Derick M Roberts
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Tustin, 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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Tustin-Specific Expertise
For Tustin residents working in Retail, Healthcare, Technology, 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
Tustin's tech sector growth necessitates diversification to mitigate volatility. Real estate prices are rising, posing bubble risks. Prepare for potential flooding and ensure economic resilience.

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