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List of Financial planners in Costa Mesa

There are 75 Financial planners in Costa Mesa as of November 14, 2024; which is an 3.80% increase from 2023. Of these locations, 50 Financial planners which is 66.67% of all Financial planners in Costa Mesa are single-owner operations, while the remaining 25 which is 33.33% are part of larger brands. Average age of Financial planners in Costa Mesa is 4 years and 10 months.

Financial planners are also establishing a strong digital presence across various platforms: 34 have LinkedIn profiles, 34 have Facebook Pages, 14 are active on Instagram, 24 have X (formerly Twitter) handles, 1 are on TikTok, and 14 have YouTube channels. About 67 Financial planners have their own website and the remaining 13 don’t have their own website.

  • 75

    Number of Financial planners

  • 28

    Email addresses

  • 78

    Phone numbers

  • 67

    With Websites

  • 34

    LinkedIn Profiles

  • 34

    Facebook Profiles

  • 14

    Instagram Handles

  • 24

    X Handles

  • 1

    TikTok Profiles

  • 14

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in Costa Mesa

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
Selah Portfolios & PlanningAddressCosta MesaCaliforniaUnited StatesEmailPhone275Link
Stephen P Kearns - Regional Director, Ameriprise Financial Services, LLCAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
JMB Financial ManagersAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Pacific Business Capital CorporationAddressCosta MesaCaliforniaUnited StatesEmailPhone55Link
LTC Financial PartnersAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Independent Capital Management - An Orange County Financial AdvisorAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Genae Affrunti - Financial Advisor, Ameriprise Financial Services, LLCAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Cory J Matsumoto - Financial Advisor, Ameriprise Financial Services, LLCAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Andy Nguyen - Financial Advisor, Ameriprise Financial Services, LLCAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
Wealth Financial Group WestAddressCosta MesaCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Selah Portfolios & Planning",
    "address": "12**********",
    "phone": "********8805",
    "email": "LA*********@LP*****",
    "lat": 33.6377408,
    "lng": -117.919976,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 5,
    "rating_count": 27,
    "category_name": "Financial planners"
  },
  {
    "name": "Stephen P Kearns - Regional Director, Ameriprise Financial Services, LLC",
    "address": "61**********",
    "phone": "********3255",
    "email": "St**********@co**********",
    "lat": 33.6893419,
    "lng": -117.8825254,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "JMB Financial Managers",
    "address": "6 **********",
    "phone": "********3544",
    "email": "je*****@up**********",
    "lat": 33.6962267,
    "lng": -117.8663402,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Pacific Business Capital Corporation",
    "address": "24**********",
    "phone": "********6203",
    "email": "dddd@pb******",
    "lat": 33.675385,
    "lng": -117.880221,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 5,
    "rating_count": 5,
    "category_name": "Bankruptcy services,Financial planners,Accountings,Financial consultants,Loan agencies"
  },
  {
    "name": "LTC Financial Partners",
    "address": "27**********",
    "phone": "********0347",
    "email": "ki*********@ac**********",
    "lat": 33.6710445,
    "lng": -117.9251748,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Life insurance agencies,Financial planners,Insurance agencies,Health insurance agencies"
  },
  {
    "name": "Independent Capital Management - An Orange County Financial Advisor",
    "address": "69**********",
    "phone": "********7660",
    "email": "pa**********@sa**********",
    "lat": 33.6920379,
    "lng": -117.884392,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Genae Affrunti - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "61**********",
    "phone": "********3848",
    "email": "Ge**********@co**********",
    "lat": 33.6893419,
    "lng": -117.8825254,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Cory J Matsumoto - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "61**********",
    "phone": "********3965",
    "email": "Co**********@co**********",
    "lat": 33.6893419,
    "lng": -117.8825254,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Andy Nguyen - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "61**********",
    "phone": "********3253",
    "email": "An*********@co**********",
    "lat": 33.6893419,
    "lng": -117.8825254,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Wealth Financial Group West",
    "address": "65**********",
    "phone": "********4394",
    "email": "ta**@wf**********",
    "lat": 33.6932262,
    "lng": -117.8828091,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Costa Mesa",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Insurance agencies"
  }
]

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How many Financial planners are there in Costa Mesa?

There are a total of 75 Financial planners in Costa Mesa as of November 14, 2024.

Number of Financial planners in Costa Mesa with Phone Number

78

Number of Financial planners in Costa Mesa with Email

28

List of Financial planners in Costa Mesa with Social Media Accounts

34

Facebook Profiles

14

Instagram Handles

34

LinkedIn Profiles

24

X Handles

1

TikTok Profiles

14

YouTube Channels

Download sales qualified leads of Financial planners in the Costa Mesa

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

Data of Financial planners in Costa Mesa with/without Website

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

67

Number of Financial planners in Costa Mesa with website

13

Number of Financial planners in Costa Mesa without website

List of Financial planners in Costa Mesa By Ratings

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

5

Number of 1 star-rated Financial planners in Costa Mesa

2

Number of 2 star-rated Financial planners in Costa Mesa

1

Number of 3 star-rated Financial planners in Costa Mesa

3

Number of 4 star-rated Financial planners in Costa Mesa

18

Number of 5 star-rated Financial planners in Costa Mesa

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The total number of Financial planners in Costa Mesa is 75.

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

You can download the complete dataset of sales qualified leads of Financial planners in Costa Mesa 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 Costa Mesa dataset costs $99.

There are 78 Financial planners in Costa Mesa with phone numbers.

There are 28 Financial planners in Costa Mesa with email addresses.

There are 31 Financial planners in Costa Mesa with both phone numbers and email lists.

There are 34 Financial planners in Costa Mesa with LinkedIn Profiles.

There are 34 Financial planners in Costa Mesa with Facebook Profiles.

There are 14 Financial planners in Costa Mesa with Instagram Handles.

There are 24 Financial planners in Costa Mesa with X Handles.

There are 1 Financial planners in Costa Mesa with TikTok Profiles.

There are 14 Financial planners in Costa Mesa with YouTube Channels.

The total count of Financial planners in Costa Mesa with a website is 67.

The total count of Financial planners in Costa Mesa without a website is 13.

There are 18 5-star rated Financial planners in Costa Mesa.

There are 3 4-star rated Financial planners in Costa Mesa.

There are 1 3-star rated Financial planners in Costa Mesa.

There are 2 2-star rated Financial planners in Costa Mesa.

There are 5 1-star rated Financial planners in Costa Mesa.

The average age of Financial planners in Costa Mesa is 4 years and 10 months.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

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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.