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List of Financial planners in Santa Ana

There are 51 Financial planners in Santa Ana as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 35 Financial planners which is 68.63% of all Financial planners in Santa Ana are single-owner operations, while the remaining 16 which is 31.37% are part of larger brands. Average age of Financial planners in Santa Ana is 7 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 17 have LinkedIn profiles, 19 have Facebook Pages, 13 are active on Instagram, 14 have X (formerly Twitter) handles, and 10 have YouTube channels. About 34 Financial planners have their own website and the remaining 17 don’t have their own website.

  • 51

    Number of Financial planners

  • 8

    Email addresses

  • 48

    Phone numbers

  • 34

    With Websites

  • 17

    LinkedIn Profiles

  • 19

    Facebook Profiles

  • 13

    Instagram Handles

  • 14

    X Handles

  • 10

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Santa Ana

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.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileLinkedInTwitter
Mike Greene - Financial Advisor, Ameriprise Financial Services, LLCAddressSanta AnaCaliforniaUnited StatesEmailPhone00Link
Hutto & Dean Co IncAddressSanta AnaCaliforniaUnited StatesEmailPhone15Link
Ali Bavarian - Raymond JamesAddressSanta AnaCaliforniaUnited StatesEmailPhone00Link
U.S. Bancorp Investments - Financial Advisors: John ChipianAddressSanta AnaCaliforniaUnited StatesEmailPhone00Link
Wealth Management Associate - U.S. Bancorp Investments: Jonathan NarlochAddressSanta AnaCaliforniaUnited StatesEmailPhone00Link
U.S. Bank – Wealth Management Banker: Ivan SamuelsAddressSanta AnaCaliforniaUnited StatesEmailPhone00Link
my 401k PartnersAddressSanta AnaCaliforniaUnited StatesPhone00Link
Brown Paul Ea CfpAddressSanta AnaCaliforniaUnited StatesPhone25
Union Capital AssociatesAddressSanta AnaCaliforniaUnited StatesPhone00
Liberty Capital ManagementAddressSanta AnaCaliforniaUnited StatesPhone45Link
[
  {
    "name": "Mike Greene - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "13**********",
    "phone": "********6794",
    "email": "M.******@am******",
    "lat": 33.760349,
    "lng": -117.8862381,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Hutto & Dean Co Inc",
    "address": "77**********",
    "phone": "********2872",
    "email": "ga**@hu**********",
    "lat": 33.7757032,
    "lng": -117.8924531,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial institutions"
  },
  {
    "name": "Ali Bavarian - Raymond James",
    "address": "22**********",
    "phone": "********4015",
    "email": "Al**********@Ra**********",
    "lat": 33.7732769,
    "lng": -117.864748,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "U.S. Bancorp Investments - Financial Advisors: John Chipian",
    "address": "50**********",
    "phone": "********7981",
    "email": "jo**********@us********",
    "lat": 33.7799389,
    "lng": -117.8679099,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch",
    "address": "50**********",
    "phone": "********5918",
    "email": "jo**********@us********",
    "lat": 33.7799389,
    "lng": -117.8679099,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "U.S. Bank – Wealth Management Banker: Ivan Samuels",
    "address": "50**********",
    "phone": "********5035",
    "email": "iv**********@us********",
    "lat": 33.7799389,
    "lng": -117.8679099,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "my 401k Partners",
    "address": "18**********",
    "phone": "******** 203",
    "email": "",
    "lat": 33.7054021,
    "lng": -117.8520684,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Brown Paul Ea Cfp",
    "address": "19**********",
    "phone": "********5210",
    "email": "",
    "lat": 33.7041019,
    "lng": -117.8485049,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Union Capital Associates",
    "address": "91**********",
    "phone": "********5610",
    "email": "",
    "lat": 33.7538218,
    "lng": -117.8771487,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Liberty Capital Management",
    "address": "18**********",
    "phone": "********8848",
    "email": "",
    "lat": 33.705394,
    "lng": -117.852001,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Ana",
    "star_count": 5,
    "rating_count": 4,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Santa Ana?

There are a total of 51 Financial planners in Santa Ana as of October 15, 2025.

Number of Financial planners in Santa Ana with Phone Number

48

Number of Financial planners in Santa Ana with Email

8

List of Financial planners in Santa Ana with Social Media Accounts

19

Facebook Profiles

13

Instagram Handles

17

LinkedIn Profiles

14

X Handles

10

YouTube Channels

Download sales qualified leads of Financial planners in the Santa Ana

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

Data of Financial planners in Santa Ana with/without Website

Download the list of Financial planners in Santa Ana as of October 15, 2025 with and without website information.

34

Number of Financial planners in Santa Ana with website

17

Number of Financial planners in Santa Ana without website

List of Financial planners in Santa Ana By Ratings

Download the data of the number of star-rated Financial planners in Santa Ana as of October 15, 2025.

0

Number of 1 star-rated Financial planners in Santa Ana

4

Number of 2 star-rated Financial planners in Santa Ana

0

Number of 3 star-rated Financial planners in Santa Ana

5

Number of 4 star-rated Financial planners in Santa Ana

10

Number of 5 star-rated Financial planners in Santa Ana

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The total number of Financial planners in Santa Ana is 51.

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

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

There are 48 Financial planners in Santa Ana with phone numbers.

There are 8 Financial planners in Santa Ana with email addresses.

There are 7 Financial planners in Santa Ana with both phone numbers and email lists.

There are 17 Financial planners in Santa Ana with LinkedIn Profiles.

There are 19 Financial planners in Santa Ana with Facebook Profiles.

There are 13 Financial planners in Santa Ana with Instagram Handles.

There are 14 Financial planners in Santa Ana with X Handles.

There are 10 Financial planners in Santa Ana with YouTube Channels.

The total count of Financial planners in Santa Ana with a website is 34.

The total count of Financial planners in Santa Ana without a website is 17.

There are 10 5-star rated Financial planners in Santa Ana.

There are 5 4-star rated Financial planners in Santa Ana.

There are 0 3-star rated Financial planners in Santa Ana.

There are 4 2-star rated Financial planners in Santa Ana.

There are 0 1-star rated Financial planners in Santa Ana.

The average age of Financial planners in Santa Ana is 7 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.