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
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.
name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | |||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Aliso Viejo | California | United States | Phone | 0 | 0 | Link | |||||
Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc. | Address | Aliso Viejo | California | United States | Phone | 2 | 5 | Link | |||||
Securities Equity Group | Address | Aliso Viejo | California | United States | Phone | 0 | 0 | Link | |||||
Pacific Sun Financial Corporation | Address | Aliso Viejo | California | United States | Phone | 1 | 5 | Link | |||||
Select Portfolio Management | Address | Aliso Viejo | California | United States | Phone | 1 | 1 | Link | |||||
U.S. Bank – Wealth Management Banker: Steven Solis | Address | Aliso Viejo | California | United States | Phone | 0 | 0 | Link | |||||
Saposh & Malter Inc | Address | Aliso Viejo | California | United States | Phone | 1 | 5 | Link | |||||
Ossola Wealth Management | Address | Aliso Viejo | California | United States | Phone | 0 | 0 | Link | |||||
Select Portfolio Management | Address | Aliso Viejo | California | United States | Phone | 0 | 0 | Link | |||||
Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors | Address | Aliso Viejo | California | United States | Phone | 2 | 5 | Link |
[
{
"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
Number of Financial planners in Aliso Viejo with Email
List of Financial planners in Aliso Viejo with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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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.
Number of Financial planners in Aliso Viejo with website
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.
Number of 1 star-rated Financial planners in Aliso Viejo
Number of 2 star-rated Financial planners in Aliso Viejo
Number of 3 star-rated Financial planners in Aliso Viejo
Number of 4 star-rated Financial planners in Aliso Viejo
Number of 5 star-rated Financial planners in Aliso Viejo
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