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List of Financial planners in Brea

There are 87 Financial planners in Brea as of October 8, 2024; which is an 1.10% increase from 2023. Of these locations, 41 Financial planners which is 47.13% of all Financial planners in Brea are single-owner operations, while the remaining 46 which is 52.87% are part of larger brands. Average age of Financial planners in Brea is 5 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 40 have LinkedIn profiles, 9 have Facebook Pages, 6 are active on Instagram, 29 have X (formerly Twitter) handles, 1 are on TikTok, and 27 have YouTube channels. About 72 Financial planners have their own website and the remaining 20 don’t have their own website.

  • 87

    Number of Financial planners

  • 11

    Email addresses

  • 92

    Phone numbers

  • 72

    With Websites

  • 40

    LinkedIn Profiles

  • 9

    Facebook Profiles

  • 6

    Instagram Handles

  • 29

    X Handles

  • 1

    TikTok Profiles

  • 27

    YouTube Channels

Data updated on October 8, 2024
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Download list of Financial planners in Brea

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 HandleLinkedInTwitterYouTube
Capstone Pacific Investment Strategies, Inc.AddressBreaCaliforniaUnited StatesEmailPhone00Link
Householder Group Estate & Retirement SpecialistsAddressBreaCaliforniaUnited StatesEmailPhone00Link
Sackett Wealth Advisors, Inc.AddressBreaCaliforniaUnited StatesEmailPhone00Link
Fairmont Capital IncAddressBreaCaliforniaUnited StatesEmailPhone00Link
Bright Advisers, LLCAddressBreaCaliforniaUnited StatesEmailPhone00Link
Benjamin Ling, CFP®, CRPC® - UBS Financial Services Inc.AddressBreaCaliforniaUnited StatesPhone00Link
Merrill Lynch Financial Advisor Alan NakamuraAddressBreaCaliforniaUnited StatesPhone00Link
Merrill Lynch Financial Advisor Scott T MacbethAddressBreaCaliforniaUnited StatesPhone00Link
Veater Financial GroupAddressBreaCaliforniaUnited StatesPhone00Link
Merrill Lynch Financial Advisor Alex E Paredes-MalagaAddressBreaCaliforniaUnited StatesPhone00Link
[
  {
    "name": "Capstone Pacific Investment Strategies, Inc.",
    "address": "26**********",
    "phone": "********7006",
    "email": "in**@ca**********",
    "lat": 33.9146104,
    "lng": -117.8906332,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Householder Group Estate & Retirement Specialists",
    "address": "10**********",
    "phone": "********2300",
    "email": "va****@ho**********",
    "lat": 33.9267572,
    "lng": -117.8762904,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Finance brokers,National tax services,Financial consultants,Tax preparation services,Corporate offices,Financial planners,Corporate campus"
  },
  {
    "name": "Sackett Wealth Advisors, Inc.",
    "address": "91**********",
    "phone": "********9330",
    "email": "in**@sa**********",
    "lat": 33.9183453,
    "lng": -117.9122642,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Fairmont Capital Inc",
    "address": "33**********",
    "phone": "********4770",
    "email": "in**@fa**********",
    "lat": 33.9178871,
    "lng": -117.8490856,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Bright Advisers, LLC",
    "address": "13**********",
    "phone": "********2967",
    "email": "he***@br**********",
    "lat": 33.9203418,
    "lng": -117.8838434,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Tax consultants,Financial planners"
  },
  {
    "name": "Benjamin Ling, CFP®, CRPC® - UBS Financial Services Inc.",
    "address": "13**********",
    "phone": "********5484",
    "email": "",
    "lat": 33.9203418,
    "lng": -117.8838438,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Merrill Lynch Financial Advisor Alan Nakamura",
    "address": "14**********",
    "phone": "********4473",
    "email": "",
    "lat": 33.9195633,
    "lng": -117.8839788,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Merrill Lynch Financial Advisor Scott T Macbeth",
    "address": "14**********",
    "phone": "********4428",
    "email": "",
    "lat": 33.9195633,
    "lng": -117.8839788,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Veater Financial Group",
    "address": "60**********",
    "phone": "********2460",
    "email": "",
    "lat": 33.9283969,
    "lng": -117.876781,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Merrill Lynch Financial Advisor Alex E Paredes-Malaga",
    "address": "14**********",
    "phone": "********4423",
    "email": "",
    "lat": 33.9195633,
    "lng": -117.8839788,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Brea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  }
]

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How many Financial planners are there in Brea?

There are a total of 87 Financial planners in Brea as of October 08, 2024.

Number of Financial planners in Brea with Phone Number

92

Number of Financial planners in Brea with Email

11

List of Financial planners in Brea with Social Media Accounts

9

Facebook Profiles

6

Instagram Handles

40

LinkedIn Profiles

29

X Handles

1

TikTok Profiles

27

YouTube Channels

Download sales qualified leads of Financial planners in the Brea

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

Data of Financial planners in Brea with/without Website

Download the list of Financial planners in Brea as of October 08, 2024 with and without website information.

72

Number of Financial planners in Brea with website

20

Number of Financial planners in Brea without website

List of Financial planners in Brea By Ratings

Download the data of the number of star-rated Financial planners in Brea as of October 08, 2024.

1

Number of 1 star-rated Financial planners in Brea

1

Number of 2 star-rated Financial planners in Brea

2

Number of 3 star-rated Financial planners in Brea

4

Number of 4 star-rated Financial planners in Brea

14

Number of 5 star-rated Financial planners in Brea

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The total number of Financial planners in Brea is 87.

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

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

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

The price of Financial planners in Brea dataset costs $99.

There are 92 Financial planners in Brea with phone numbers.

There are 11 Financial planners in Brea with email addresses.

There are 12 Financial planners in Brea with both phone numbers and email lists.

There are 40 Financial planners in Brea with LinkedIn Profiles.

There are 9 Financial planners in Brea with Facebook Profiles.

There are 6 Financial planners in Brea with Instagram Handles.

There are 29 Financial planners in Brea with X Handles.

There are 1 Financial planners in Brea with TikTok Profiles.

There are 27 Financial planners in Brea with YouTube Channels.

The total count of Financial planners in Brea with a website is 72.

The total count of Financial planners in Brea without a website is 20.

There are 14 5-star rated Financial planners in Brea.

There are 4 4-star rated Financial planners in Brea.

There are 2 3-star rated Financial planners in Brea.

There are 1 2-star rated Financial planners in Brea.

There are 1 1-star rated Financial planners in Brea.

The average age of Financial planners in Brea is 5 years and 6 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.