Financial advisors and lenders · California

Financial advisors and lenders in Brea, CA

131 financial advisors in Brea with phone numbers, 40 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Brea list freeSee a sample
131
businesses
100%
have a phone number
31%
have an email address (40)
—
average Google rating
Sample

A sample of financial advisors and lenders in Brea

Twelve of the 131 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Reiter Financial ServicesFinancial Planner—Yes(714) •••-••••Available
PRAM Insurance Services & ConsultingStructure; Financial Service; Legal Service—Yes(714) •••-••••Available
Kirby Wealth ManagementFinancial Planner—Yes(714) •••-••••Available
Radius InsuranceFinancial Service; Legal Service—Yes(800) •••-••••Available
Legacy Financial ServicesFinancial Service; Legal Service—Yes(714) •••-••••Available
Kreeger FinancialLoans Agency—Yes(562) •••-••••Available
Prudential Advisors - William SileskyFinancial Service; Legal Service—Yes(626) •••-••••Available
Cristina Moloian, Realtor®Real Estate Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
AmWest FundingLoans Agency—Yes(714) •••-••••Available
Stop Eviction ConsultantsFinancial Service; Legal Service—Yes(909) •••-••••Available
Ministry Partners Investment CompanyFinancial Service; Legal Service—Yes(714) •••-••••Available
Avitus Group AccountingFinancial Service; Legal Service—Yes(866) •••-••••Available

Showing 12 of 131. Data refreshed October 2026.

The market

What Brea's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 131 have no rating yet — prime prospects for review and reputation services.
16 (12%) have no website listed — a ready-made list for web design and SEO offers.
16% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service65
  • Financial Planner20
  • Loans Agency18
  • Financial Service; Legal Service; Business Service15
  • Insurance Agency; Financial Service; Legal Service3
  • Business Service; Financial Service; Legal Service3

Area codes

  • (714)105
  • (800)5
  • (562)3
  • (909)3
  • (949)3
  • (866)2
Playbook

How to sell to financial advisors in Brea

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Brea financial advisors leads

How many financial advisors and lenders in Brea, CA are in the database?
131 financial advisors and lenders in Brea, CA, as of October 2026. 131 of them have a phone number and 40 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Brea list of 131 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Brea

Construction companiesRestaurantsSalons and spasReal estate officesEverything in Brea →

Start calling Brea financial advisors today

25 free credits, no card. Search "financial advisors in Brea" and unlock your first 25 contacts.

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