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When it comes to managing your financial future, having the right guidance can make all the difference. Irvine, California, is home to a number of financial advisory firms and wealth management professionals offering a variety of services—from retirement and estate planning to investment management and insurance solutions. Whether you’re a business owner, a working professional, or someone planning for retirement, the right advisor can help you navigate complex financial decisions with clarity and confidence.
Here are financial advisors and firms in Irvine, CA to consider if you’re looking for personalized strategies and long-term financial planning support.
- Vibrant Money
- Warren Street Wealth Advisors LLC
- Wealth Coast – Wealth Management and Insurance Solutions
- Wealth Management Strategies
- Wealth Ocean Consulting
- Wealth Planning Group
- WEALTHRHINO
- WealthWise Financial Services
- Wirth Financial & Insurance Services
- Stratos CA
1. Vibrant Money
Website: myvibrantmoney.com
Phone: (949) 346-1639
Email: vibrantmoney@myvibrantmoney.com
Address: Irvine, CA 92612
Vibrant Money, founded by Morgan Garon, offers financial coaching designed to help individuals gain control over their financial lives. With two decades of experience in the financial industry, Morgan works closely with clients to help eliminate debt, boost income, and lay the groundwork for lasting financial freedom through education and individualized support.
2. Warren Street Wealth Advisors LLC
Website: warrenstreetwealth.com
Phone: (714) 876-6200
Email: john@webdeveloperoc.com
Address: 200 Spectrum Center Dr STE 300, Irvine, CA 92780
Warren Street Wealth Advisors is a fiduciary planning and investment firm established in 2015. They provide specialized services for families, business owners, and corporate employees, offering retirement planning, tax strategy, and investment management led by CFP® professionals. Their approach is grounded in transparency, long-term commitment, and commission-free advice.
3. Wealth Coast – Wealth Management and Insurance Solutions
Website: wealth-coast.com
Phone: (949) 863-5900
Email: jessica.gervasi@nm.com
Address: 18575 Jamboree Rd #200, Irvine, CA 92660
Affiliated with Northwestern Mutual, Wealth Coast offers integrated financial planning and insurance services. Their mission is to support clients through all life stages with a relationship-based, values-driven approach. The firm’s advisors have been acknowledged for their professional excellence, helping clients build legacies and secure financial well-being.
4. Wealth Management Strategies
Website: wmswealth.com
Phone: (949) 833-5762
Email: sstakley@wmsirvine.com
Address: 2050 Main St #520, Irvine, CA 92614
Wealth Management Strategies brings a client-centric focus to financial planning and investment services. Their process begins with understanding each client’s personal definition of wealth and tailoring strategies that align with their life priorities. The firm provides continuous support and monitoring to help clients adapt to changing goals and financial circumstances.
5. Wealth Ocean Consulting
Website: woconsult.com
Phone: (949) 679-1196
Email: stevenliang1@wealthocean.com
Address: 19900 MacArthur Blvd, Irvine, CA 92612
While not a traditional financial advisor, Wealth Ocean Consulting offers services including immigration consulting, overseas education planning, and international business support. Their unique focus connects financial advising with global opportunities, particularly for students and entrepreneurs seeking long-term international growth strategies.
6. Wealth Planning Group
Website: wealthplanoc.com
Phone: (949) 250-9955
Email: rengel@wealthplanoc.com
Address: 9841 Irvine Center Dr, Irvine, CA 92618
Led by experienced advisors including Robert P. Engel, CFP®, Wealth Planning Group takes a comprehensive approach to financial management. They collaborate with clients’ tax and legal professionals to ensure a unified financial strategy, covering planning, investment, estate, and tax services to help individuals and families achieve long-term success.
7. WEALTHRHINO
Website: wealthrhino.com
Phone: (949) 484-4684
Email: royce@wealthrhino.com
Address: 2070 Business Center Dr STE 250, Irvine, CA 92614
Wealth Rhino is a digital-forward financial services platform offering custom investment and planning strategies. With a user-friendly experience and helpful financial tracking tools, the platform caters to individuals seeking hands-on guidance in planning, portfolio management, and retirement preparation.
8. WealthWise Financial Services
Website: wealthwisefinancial.com
Phone: (949) 748-1177
Email: lisab@wealthwisefinancial.com
Address: 9070 Irvine Center Dr Ste 230, Irvine, CA 92618
Founded by Loreen Gilbert, WealthWise Financial Services is committed to empowering clients with personalized financial solutions. With specialties including retirement, estate, and investment planning, the firm caters to business owners, executives, and women investors. Their mission is to align financial plans with clients’ values for a more meaningful financial journey.
9. Wirth Financial & Insurance Services
Website: wirthfinancial.com
Phone: (949) 854-4695
Email: wirthfinancial@wirthfinancial.com
Address: 17941 Mitchell S Ste C, Irvine, CA 92614
Serving clients since 1996, Wirth Financial & Insurance Services provides personalized financial and insurance planning. From Medicare and annuities to life insurance and business protection strategies, the firm is committed to building lasting relationships and delivering dependable, client-focused advice.
10. Stratos CA
Website: stratosca.com
Phone: (949) 407-7383
Email: tsalisbury@stratoswp.com
Address: 2040 Main St, Irvine, CA 92614
Stratos CA combines behavioral insights with financial expertise to guide clients in reaching their financial goals. Their advisors help individuals recognize their “financial personalities” and develop personalized strategies across investment, tax, trust, and estate planning. As part of the Stratos Wealth network, they offer expanded resources and a tailored client experience.
Finding a financial advisor who aligns with your values, goals, and stage of life can be a powerful step toward long-term financial stability and growth. These Irvine-based firms offer a range of services tailored to different needs—from young professionals to retirees, business owners to global-minded individuals. When choosing who to work with, consider your financial priorities, the level of support you desire, and the advisor’s approach to service and strategy. Each of these firms brings something unique to the table and could be worth exploring further.
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