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List of Financial planners in Laguna Hills
There are 47 Financial planners in Laguna Hills as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 34 Financial planners which is 72.34% of all Financial planners in Laguna Hills are single-owner operations, while the remaining 13 which is 27.66% are part of larger brands. Average age of Financial planners in Laguna Hills is 5 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 14 have LinkedIn profiles, 16 have Facebook Pages, 7 are active on Instagram, 12 have X (formerly Twitter) handles, and 9 have YouTube channels. About 40 Financial planners have their own website and the remaining 7 don’t have their own website.
- 47
Number of Financial planners
- 12
Email addresses
- 47
Phone numbers
- 40
With Websites
- 14
LinkedIn Profiles
- 16
Facebook Profiles
- 7
Instagram Handles
- 12
X Handles
- 9
YouTube Channels
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Download list of Financial planners in Laguna Hills
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 | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Optimize Financial Inc. | Address | Laguna Hills | California | United States | Phone | 1 | 5 | Link | ||||||
| Esco, Hanan, and Associates - Ameriprise Financial Services, LLC | Address | Laguna Hills | California | United States | Phone | 0 | 0 | Link | ||||||
| Laguna Financial Advisors | Address | Laguna Hills | California | United States | Phone | 1 | 1 | Link | ||||||
| Pacifica Wealth Advisors | Address | Laguna Hills | California | United States | Phone | 0 | 0 | Link | ||||||
| Irvine Wealth Management | Address | Laguna Hills | California | United States | Phone | 9 | 5 | Link | ||||||
| U.S. Bank – Wealth Management Banker: Kelly Bungert | Address | Laguna Hills | California | United States | Phone | 0 | 0 | Link | ||||||
| Towneley Capital Management, Inc. | Address | Laguna Hills | California | United States | Phone | 2 | 5 | Link | ||||||
| Pacific Rim Capital Management | Address | Laguna Hills | California | United States | Phone | 0 | 0 | Link | ||||||
| Precision Wealth | Address | Laguna Hills | California | United States | Phone | 1 | 5 | Link | ||||||
| U.S. Bancorp Investments - Financial Advisors: Mission Viejo | Address | Laguna Hills | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Optimize Financial Inc.",
"address": "23**********",
"phone": "********0000",
"email": "in**@op**********",
"lat": 33.625174,
"lng": -117.7349091,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Esco, Hanan, and Associates - Ameriprise Financial Services, LLC",
"address": "23**********",
"phone": "********2550",
"email": "sc**********@am******",
"lat": 33.6275886,
"lng": -117.7222173,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Laguna Financial Advisors",
"address": "23**********",
"phone": "********8889",
"email": "in**@la*******",
"lat": 33.62683,
"lng": -117.730919,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 1,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Pacifica Wealth Advisors",
"address": "98**********",
"phone": "********0500",
"email": "ro****@pa**********",
"lat": 33.630524,
"lng": -117.727369,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "Irvine Wealth Management",
"address": "98**********",
"phone": "********1828",
"email": "ma*****@ir**********",
"lat": 33.630515,
"lng": -117.727358,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 5,
"rating_count": 9,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "U.S. Bank – Wealth Management Banker: Kelly Bungert",
"address": "25**********",
"phone": "********0429",
"email": "ke**********@us********",
"lat": 33.599587,
"lng": -117.6766217,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Towneley Capital Management, Inc.",
"address": "23**********",
"phone": "********4442",
"email": "in**@to**********",
"lat": 33.6267781,
"lng": -117.7245039,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners,Professional services"
},
{
"name": "Pacific Rim Capital Management",
"address": "16**********",
"phone": "********2372",
"email": "in**@so**********",
"lat": 33.631847,
"lng": -117.732566,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Precision Wealth",
"address": "98**********",
"phone": "********9670",
"email": "",
"lat": 33.6302471,
"lng": -117.7272269,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial consultants,Tax consultants,Life insurance agencies,Financial planners"
},
{
"name": "U.S. Bancorp Investments - Financial Advisors: Mission Viejo",
"address": "25**********",
"phone": "********0429",
"email": "",
"lat": 33.599587,
"lng": -117.6766217,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Laguna Hills",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
}
]Loading...
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How many Financial planners are there in Laguna Hills?
There are a total of 47 Financial planners in Laguna Hills as of October 15, 2025.
Number of Financial planners in Laguna Hills with Phone Number
47
Number of Financial planners in Laguna Hills with Email
12
List of Financial planners in Laguna Hills with Social Media Accounts
16
Facebook Profiles
7
Instagram Handles
14
LinkedIn Profiles
12
X Handles
9
YouTube Channels
Download sales qualified leads of Financial planners in the Laguna Hills
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 Laguna Hills with/without Website
Download the list of Financial planners in Laguna Hills as of October 15, 2025 with and without website information.
40
Number of Financial planners in Laguna Hills with website
7
Number of Financial planners in Laguna Hills without website
List of Financial planners in Laguna Hills By Ratings
Download the data of the number of star-rated Financial planners in Laguna Hills as of October 15, 2025.
3
Number of 1 star-rated Financial planners in Laguna Hills
0
Number of 2 star-rated Financial planners in Laguna Hills
4
Number of 3 star-rated Financial planners in Laguna Hills
0
Number of 4 star-rated Financial planners in Laguna Hills
13
Number of 5 star-rated Financial planners in Laguna Hills
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The total number of Financial planners in Laguna Hills is 47.
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You can download the complete dataset of sales qualified leads of Financial planners in Laguna Hills 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 Laguna Hills dataset costs $99.
There are 47 Financial planners in Laguna Hills with phone numbers.
There are 12 Financial planners in Laguna Hills with email addresses.
There are 13 Financial planners in Laguna Hills with both phone numbers and email lists.
There are 14 Financial planners in Laguna Hills with LinkedIn Profiles.
There are 16 Financial planners in Laguna Hills with Facebook Profiles.
There are 7 Financial planners in Laguna Hills with Instagram Handles.
There are 12 Financial planners in Laguna Hills with X Handles.
There are 9 Financial planners in Laguna Hills with YouTube Channels.
The total count of Financial planners in Laguna Hills with a website is 40.
The total count of Financial planners in Laguna Hills without a website is 7.
There are 13 5-star rated Financial planners in Laguna Hills.
There are 0 4-star rated Financial planners in Laguna Hills.
There are 4 3-star rated Financial planners in Laguna Hills.
There are 0 2-star rated Financial planners in Laguna Hills.
There are 3 1-star rated Financial planners in Laguna Hills.
The average age of Financial planners in Laguna Hills is 5 years and 11 months.
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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.