Financial advisors and lenders · California

Financial advisors and lenders in Fullerton, CA

116 financial advisors in Fullerton with phone numbers, 42 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Fullerton list freeSee a sample
116
businesses
100%
have a phone number
36%
have an email address (42)
—
average Google rating
Sample

A sample of financial advisors and lenders in Fullerton

Twelve of the 116 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Movement Mortgage, 39179 - John Lemos, 613321Financial Service; Legal Service—Yes(951) •••-••••Available
Immaculate Auto Insurance ServicesFinancial Service; Legal Service—Yes(714) •••-••••Available
Al Proctor - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
Edward Jones - Financial Advisor: Karl GerstenackerFinancial Service; Legal Service—Yes(714) •••-••••Available
Peralta Joseph CFP Ea CsaFinancial Planner—Yes(714) •••-••••Available
Movement Mortgage, 39179 - Jeff Van Nostran, 757532Financial Service; Legal Service—Yes(714) •••-••••Available
Briteline Financial ServicesFinancial Planner—Yes(714) •••-••••Available
Walker Wealth StrategiesFinancial Service; Legal Service; Business Service—Yes(714) •••-••••Available
Tandy Consulting IncBusiness Service; Financial Service; Legal Service—Yes(949) •••-••••Available
SBC LendingLoans Agency—Yes(866) •••-••••Available
Mark J. Franco, CPAFinancial Service; Legal Service—Yes(714) •••-••••Available
Mark J. Franco, CPAFinancial Service; Legal Service—Yes(714) •••-••••Available

Showing 12 of 116. Data refreshed October 2026.

The market

What Fullerton'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; 116 have no rating yet — prime prospects for review and reputation services.
34 (29%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service57
  • Financial Planner22
  • Loans Agency17
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service3
  • Business Service; Financial Service; Legal Service2

Area codes

  • (714)87
  • (657)9
  • (562)4
  • (949)4
  • (888)4
  • (800)3
Playbook

How to sell to financial advisors in Fullerton

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 Fullerton financial advisors leads

How many financial advisors and lenders in Fullerton, CA are in the database?
116 financial advisors and lenders in Fullerton, CA, as of October 2026. 116 of them have a phone number and 42 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 Fullerton list of 116 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 Fullerton

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasAuto repair shopsReal estate officesEverything in Fullerton →

Start calling Fullerton financial advisors today

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

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