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List of Financial planners in Aliso Viejo

There are 23 Financial planners in Aliso Viejo as of November 14, 2024; which is an 8.33% increase from 2023. Of these locations, 13 Financial planners which is 56.52% of all Financial planners in Aliso Viejo are single-owner operations, while the remaining 10 which is 43.48% are part of larger brands. Average age of Financial planners in Aliso Viejo is 6 years and 1 months.

Financial planners are also establishing a strong digital presence across various platforms: 10 have LinkedIn profiles, 10 have Facebook Pages, 6 are active on Instagram, 11 have X (formerly Twitter) handles, and 5 have YouTube channels. About 23 Financial planners have their own website and the remaining 3 don’t have their own website.

  • 23

    Number of Financial planners

  • 7

    Email addresses

  • 25

    Phone numbers

  • 23

    With Websites

  • 10

    LinkedIn Profiles

  • 10

    Facebook Profiles

  • 6

    Instagram Handles

  • 11

    X Handles

  • 5

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in Aliso Viejo

You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitter
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressAliso ViejoCaliforniaUnited StatesEmailPhone00Link
Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.AddressAliso ViejoCaliforniaUnited StatesEmailPhone25Link
Securities Equity GroupAddressAliso ViejoCaliforniaUnited StatesEmailPhone00Link
Pacific Sun Financial CorporationAddressAliso ViejoCaliforniaUnited StatesEmailPhone15Link
Select Portfolio ManagementAddressAliso ViejoCaliforniaUnited StatesEmailPhone11Link
U.S. Bank – Wealth Management Banker: Steven SolisAddressAliso ViejoCaliforniaUnited StatesPhone00Link
Saposh & Malter IncAddressAliso ViejoCaliforniaUnited StatesPhone15Link
Ossola Wealth ManagementAddressAliso ViejoCaliforniaUnited StatesPhone00Link
Select Portfolio ManagementAddressAliso ViejoCaliforniaUnited StatesPhone00Link
Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth AdvisorsAddressAliso ViejoCaliforniaUnited StatesPhone25Link
[
  {
    "name": "Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "6B**********",
    "phone": "********0088",
    "email": "ke**********@am******",
    "lat": 33.5592981,
    "lng": -117.7286297,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.",
    "address": "6B**********",
    "phone": "********0088",
    "email": "ke**********@am******",
    "lat": 33.559486,
    "lng": -117.7287245,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Securities Equity Group",
    "address": "26**********",
    "phone": "********7900",
    "email": "in**@se**********",
    "lat": 33.5733991,
    "lng": -117.7301836,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Pacific Sun Financial Corporation",
    "address": "95**********",
    "phone": "********8646",
    "email": "Mi***@pa**********",
    "lat": 33.5945598,
    "lng": -117.7244092,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Select Portfolio Management",
    "address": "26**********",
    "phone": "********7900",
    "email": "in**@se**********",
    "lat": 33.5732673,
    "lng": -117.7301484,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 1,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "U.S. Bank – Wealth Management Banker: Steven Solis",
    "address": "27**********",
    "phone": "********3025",
    "email": "",
    "lat": 33.5672912,
    "lng": -117.7080591,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Saposh & Malter Inc",
    "address": "15**********",
    "phone": "********4320",
    "email": "",
    "lat": 33.577893,
    "lng": -117.729198,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Ossola Wealth Management",
    "address": "13**********",
    "phone": "********5852",
    "email": "",
    "lat": 33.5771388,
    "lng": -117.730329,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Select Portfolio Management",
    "address": "12**********",
    "phone": "********7900",
    "email": "",
    "lat": 33.5791496,
    "lng": -117.7299151,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors",
    "address": "6B**********",
    "phone": "********0088",
    "email": "",
    "lat": 33.559486,
    "lng": -117.7287245,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Aliso Viejo",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Aliso Viejo?

There are a total of 23 Financial planners in Aliso Viejo as of November 14, 2024.

Number of Financial planners in Aliso Viejo with Phone Number

25

Number of Financial planners in Aliso Viejo with Email

7

List of Financial planners in Aliso Viejo with Social Media Accounts

10

Facebook Profiles

6

Instagram Handles

10

LinkedIn Profiles

11

X Handles

5

YouTube Channels

Download sales qualified leads of Financial planners in the Aliso Viejo

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Aliso Viejo with/without Website

Download the list of Financial planners in Aliso Viejo as of November 14, 2024 with and without website information.

23

Number of Financial planners in Aliso Viejo with website

3

Number of Financial planners in Aliso Viejo without website

List of Financial planners in Aliso Viejo By Ratings

Download the data of the number of star-rated Financial planners in Aliso Viejo as of November 14, 2024.

2

Number of 1 star-rated Financial planners in Aliso Viejo

0

Number of 2 star-rated Financial planners in Aliso Viejo

1

Number of 3 star-rated Financial planners in Aliso Viejo

1

Number of 4 star-rated Financial planners in Aliso Viejo

9

Number of 5 star-rated Financial planners in Aliso Viejo

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The total number of Financial planners in Aliso Viejo is 23.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Aliso Viejo at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Aliso Viejo once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Aliso Viejo dataset costs $99.

There are 25 Financial planners in Aliso Viejo with phone numbers.

There are 7 Financial planners in Aliso Viejo with email addresses.

There are 10 Financial planners in Aliso Viejo with both phone numbers and email lists.

There are 10 Financial planners in Aliso Viejo with LinkedIn Profiles.

There are 10 Financial planners in Aliso Viejo with Facebook Profiles.

There are 6 Financial planners in Aliso Viejo with Instagram Handles.

There are 11 Financial planners in Aliso Viejo with X Handles.

There are 5 Financial planners in Aliso Viejo with YouTube Channels.

The total count of Financial planners in Aliso Viejo with a website is 23.

The total count of Financial planners in Aliso Viejo without a website is 3.

There are 9 5-star rated Financial planners in Aliso Viejo.

There are 1 4-star rated Financial planners in Aliso Viejo.

There are 1 3-star rated Financial planners in Aliso Viejo.

There are 0 2-star rated Financial planners in Aliso Viejo.

There are 2 1-star rated Financial planners in Aliso Viejo.

The average age of Financial planners in Aliso Viejo is 6 years and 1 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.