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Financial advisors in San Clemente, CA

59 financial advisors listed in San Clemente, California. 41 with a phone number and 55 with a website.

San Clemente accounts for 0% of the financial advisors listed in California and ranks #83 among California cities for financial advisors.

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Quick answer

San Clemente, CA has 59 financial advisors listed on USA Business Search. 41 list a phone number and 55 list a website. The most listings are in ZIP codes 92672, 92673.

Updated October 2026
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Pb Financial And Insurance Services, Inc.

620 Camino de los Mares, San Clemente, CA 92673 · Claim or fix

How to choose a financial advisor in San Clemente

  • Ask how they are paid: fees, commissions or both.
  • Check licenses and any disciplinary history before you hand over money.
  • Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in San Clemente, California?

USA Business Search shows 59 financial advisors in San Clemente. 41 list a phone number and 55 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 92672, 92673.

How do I choose a financial advisor in San Clemente?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in San Clemente compare with the rest of California?

San Clemente has 0% of the 24,546 financial advisors listed in California, which ranks #83 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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