Stan Diliberto, Cpa, CFP
“Best experience with Stan Diliberto he was very patient and took time to walk me through my whole process I would highly recommend him to anyone who is in a tax situation”
Best Financial Advisors in Huntington Beach, CA
15 firms listed · 5 in Huntington Beach · 1 open 24/7 · 1 open weekends · 13 rated 4.5+
Data verified October 18, 2026
Kim R. Coyle CPA & Associates Orange County CPA
“Filing taxes is a personal thing and you really want someone you can trust to assist you with this matter.”
S D Cooper Co
Scalco Financial
“Marco always exceeds my expectations when it comes time for tax season.”
Weaver Consulting Group
“He is also a good listener that has his client's interest first.”
Integrity Wealth Management
The 15 firms listed for Huntington Beach, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Huntington Beach, CA
Of the 15 firms we list here, 5 are in Huntington Beach itself and 10 come from Newport Beach (8, 10 mi), Seal Beach (1, 7 mi) and Long Beach (1, 12 mi). The firms on this page are rated from 4.2 to 5.0 across 213 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are estate planning (3), business planning (2), elder care (2), insurance planning (2) and personal financial planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 42 years. 1 offers urgent consultations; 2 offer payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Huntington Beach take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Finn Financial Group
“I look forward to working with him in the future and I highly recommend Finn Financial Group to anyone looking for the best financial and investment guidance.”
Balboa Tax & Accounting Services
“They were easy to work with, they answered all of my questions and they explained things so that I actually learned a bit.”
Retirement Planning Newport Beach | Miramontes Capital
“He helped my elderly mother invest in a very different way than he did with my company and guided my children in different ways based on their lifestyle and goals”
Exactax Solutions
“They have handled my payroll and taxes for the past 8 years.”
Clearglass Capital Partners
“He knows how to build an institutional platform that comes across when it is time to market the firm for capital.”
Advanced Planning Wealth Management Group
“Best company ever to use to manage your financial future and retirement in life.”
Taylor Wealth Management
Financial Resources Group
“We have been completely satisfied with him and all of his associates, Angelique, Ela and Tricia.”
Spinnaker Investment Group
“One of the best decisions of my life was to put my trust in Joe Stapleton and the Spinnaker Investment Group!”
Why these companies made our list
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