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List of Financial planners in Tustin

There are 76 Financial planners in Tustin as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 55 Financial planners which is 72.37% of all Financial planners in Tustin are single-owner operations, while the remaining 21 which is 27.63% are part of larger brands. Average age of Financial planners in Tustin is 6 years .

Financial planners are also establishing a strong digital presence across various platforms: 33 have LinkedIn profiles, 29 have Facebook Pages, 22 are active on Instagram, 27 have X (formerly Twitter) handles, and 16 have YouTube channels. About 59 Financial planners have their own website and the remaining 17 don’t have their own website.

  • 76

    Number of Financial planners

  • 29

    Email addresses

  • 74

    Phone numbers

  • 59

    With Websites

  • 33

    LinkedIn Profiles

  • 29

    Facebook Profiles

  • 22

    Instagram Handles

  • 27

    X Handles

  • 16

    YouTube Channels

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

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 ProfileInstagram HandleLinkedInTwitterYouTube
Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
Johny Makhijani - Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
Christine Shepherd - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone15Link
Merit Wealth Management - Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
John Wende - Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
JCV Wealth ManagementAddressTustinCaliforniaUnited StatesEmailPhone00Link
United Financial Services-Orange County CAAddressTustinCaliforniaUnited StatesEmailPhone00
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
Institutional Wealth ConsultantsAddressTustinCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********9766",
    "email": "Ch**********@am******",
    "lat": 33.7492573,
    "lng": -117.8132593,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Johny Makhijani - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********6612",
    "email": "jo**********@am******",
    "lat": 33.7492573,
    "lng": -117.8132593,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Christine Shepherd - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********9766",
    "email": "Ch**********@am******",
    "lat": 33.7492573,
    "lng": -117.8132593,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Financial consultants"
  },
  {
    "name": "Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********9775",
    "email": "sa**********@am******",
    "lat": 33.7492467,
    "lng": -117.8132095,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Merit Wealth Management - Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********7368",
    "email": "Me**********@am******",
    "lat": 33.7492529,
    "lng": -117.8132373,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "John Wende - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********8899",
    "email": "Jo**********@am******",
    "lat": 33.7492573,
    "lng": -117.8132591,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "JCV Wealth Management",
    "address": "17**********",
    "phone": "********5470",
    "email": "jv******@wi**********",
    "lat": 33.7601693,
    "lng": -117.8262466,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "United Financial Services-Orange County CA",
    "address": "36**********",
    "phone": "********5359",
    "email": "mi**@th**********",
    "lat": 33.745476,
    "lng": -117.820315,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Life insurance agencies,Financial consultants,Health consultants,Financial planners"
  },
  {
    "name": "Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "17**********",
    "phone": "********0810",
    "email": "Ma**********@am******",
    "lat": 33.7479747,
    "lng": -117.82975,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Institutional Wealth Consultants",
    "address": "18**********",
    "phone": "********9305",
    "email": "ma*******@wf**********",
    "lat": 33.7460046,
    "lng": -117.841583,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Tustin?

There are a total of 76 Financial planners in Tustin as of October 15, 2025.

Number of Financial planners in Tustin with Phone Number

74

Number of Financial planners in Tustin with Email

29

List of Financial planners in Tustin with Social Media Accounts

29

Facebook Profiles

22

Instagram Handles

33

LinkedIn Profiles

27

X Handles

16

YouTube Channels

Download sales qualified leads of Financial planners in the Tustin

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

Data of Financial planners in Tustin with/without Website

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

59

Number of Financial planners in Tustin with website

17

Number of Financial planners in Tustin without website

List of Financial planners in Tustin By Ratings

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

2

Number of 1 star-rated Financial planners in Tustin

2

Number of 2 star-rated Financial planners in Tustin

5

Number of 3 star-rated Financial planners in Tustin

3

Number of 4 star-rated Financial planners in Tustin

20

Number of 5 star-rated Financial planners in Tustin

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The total number of Financial planners in Tustin is 76.

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

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

There are 74 Financial planners in Tustin with phone numbers.

There are 29 Financial planners in Tustin with email addresses.

There are 35 Financial planners in Tustin with both phone numbers and email lists.

There are 33 Financial planners in Tustin with LinkedIn Profiles.

There are 29 Financial planners in Tustin with Facebook Profiles.

There are 22 Financial planners in Tustin with Instagram Handles.

There are 27 Financial planners in Tustin with X Handles.

There are 16 Financial planners in Tustin with YouTube Channels.

The total count of Financial planners in Tustin with a website is 59.

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

There are 20 5-star rated Financial planners in Tustin.

There are 3 4-star rated Financial planners in Tustin.

There are 5 3-star rated Financial planners in Tustin.

There are 2 2-star rated Financial planners in Tustin.

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

The average age of Financial planners in Tustin is 6 years .

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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.

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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.