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List of Financial planners in Brea
There are 98 Financial planners in Brea as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 47 Financial planners which is 47.96% of all Financial planners in Brea are single-owner operations, while the remaining 51 which is 52.04% are part of larger brands. Average age of Financial planners in Brea is 6 years and 6 months.Financial planners are also establishing a strong digital presence across various platforms: 51 have LinkedIn profiles, 17 have Facebook Pages, 13 are active on Instagram, 37 have X (formerly Twitter) handles, 1 are on TikTok, and 35 have YouTube channels. About 79 Financial planners have their own website and the remaining 19 don’t have their own website.
- 98
Number of Financial planners
- 12
Email addresses
- 98
Phone numbers
- 79
With Websites
- 51
LinkedIn Profiles
- 17
Facebook Profiles
- 13
Instagram Handles
- 37
X Handles
- 1
TikTok Profiles
- 35
YouTube Channels
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Download list of Financial planners in Brea
You can download Financial planners email and phone number lists. 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capstone Pacific Investment Strategies, Inc. | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| U.S. Bank – Wealth Management Banker: Mahir Hsen | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Householder Group Estate & Retirement Specialists | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Fairmont Capital Inc | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Bright Advisers, LLC | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Sackett Wealth Advisors, Inc. | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Merrill Lynch Financial Advisor Daniel Tomlinson | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Otium Advisory Group, LLC - Brea, CA - Investment Management in Los Angeles | Address | Brea | California | United States | Phone | 0 | 0 | Link | ||||
| Reiter Financial Services | Address | Brea | California | United States | Phone | 0 | 0 | |||||
| The Engel Team - UBS Financial Services Inc. | Address | Brea | California | United States | Phone | 0 | 0 | Link |
[
{
"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": "U.S. Bank – Wealth Management Banker: Mahir Hsen",
"address": "20**********",
"phone": "********7990",
"email": "ma********@us********",
"lat": 33.9182931,
"lng": -117.9009884,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Brea",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"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,Financial consultants,Tax preparation services,Financial planners,Corporate campus,National tax services,Corporate offices"
},
{
"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 planners,Financial consultants,Tax consultants"
},
{
"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": "Merrill Lynch Financial Advisor Daniel Tomlinson",
"address": "14**********",
"phone": "********4439",
"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"
},
{
"name": "Otium Advisory Group, LLC - Brea, CA - Investment Management in Los Angeles",
"address": "13**********",
"phone": "********1781",
"email": "",
"lat": 33.9203418,
"lng": -117.8838434,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Brea",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Reiter Financial Services",
"address": "63**********",
"phone": "********1020",
"email": "",
"lat": 33.9109694,
"lng": -117.9037998,
"url": "",
"country": "United States",
"state": "California",
"city": "Brea",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "The Engel Team - UBS Financial Services Inc.",
"address": "13**********",
"phone": "********5411",
"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"
}
]Loading...
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How many Financial planners are there in Brea?
There are a total of 98 Financial planners in Brea as of October 15, 2025.
Number of Financial planners in Brea with Phone Number
98
Number of Financial planners in Brea with Email
12
List of Financial planners in Brea with Social Media Accounts
17
Facebook Profiles
13
Instagram Handles
51
LinkedIn Profiles
37
X Handles
1
TikTok Profiles
35
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.
Related Financial planners Leads By Location
Data of Financial planners in Brea with/without Website
Download the list of Financial planners in Brea as of October 15, 2025 with and without website information.
79
Number of Financial planners in Brea with website
19
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 15, 2025.
1
Number of 1 star-rated Financial planners in Brea
1
Number of 2 star-rated Financial planners in Brea
1
Number of 3 star-rated Financial planners in Brea
6
Number of 4 star-rated Financial planners in Brea
16
Number of 5 star-rated Financial planners in Brea
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The total number of Financial planners in Brea is 98.
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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 98 Financial planners in Brea with phone numbers.
There are 12 Financial planners in Brea with email addresses.
There are 13 Financial planners in Brea with both phone numbers and email lists.
There are 51 Financial planners in Brea with LinkedIn Profiles.
There are 17 Financial planners in Brea with Facebook Profiles.
There are 13 Financial planners in Brea with Instagram Handles.
There are 37 Financial planners in Brea with X Handles.
There are 1 Financial planners in Brea with TikTok Profiles.
There are 35 Financial planners in Brea with YouTube Channels.
The total count of Financial planners in Brea with a website is 79.
The total count of Financial planners in Brea without a website is 19.
There are 16 5-star rated Financial planners in Brea.
There are 6 4-star rated Financial planners in Brea.
There are 1 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 6 years and 6 months.
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The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.