Skip to content

Your Financial GenieFinancial advisor in Aliso Viejo, CA

Your Financial Genie is a financial advisor at 120 Vantis Dr #300, Aliso Viejo, CA 92656, ranked #44 of 495 financial advisors in Aliso Viejo and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Aliso Viejo, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 779-5585Website ↗

Key facts

Key facts about Your Financial Genie
Address120 Vantis Dr #300, Aliso Viejo, CA 92656Get directions
Phone(949) 779-5585
Websiteyourfinancialgenie.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Aliso Viejo and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Mission Viejo, Laguna Beach, Laguna Niguel, Lake Forest, Ladera Ranch, San Juan Capistrano, Dana Point, Irvine and Coto De Caza.

Based in Aliso Viejo, CAView on map

Opening hours

Opening hours for Your Financial Genie
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Your Financial Genie

How is Your Financial Genie ranked in Aliso Viejo?

Your Financial Genie is ranked #44 of 495 financial advisors in Aliso Viejo by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Your Financial Genie’s hours?

Your Financial Genie is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Your Financial Genie serve?

Serves Aliso Viejo and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Mission Viejo, Laguna Beach, Laguna Niguel, Lake Forest, Ladera Ranch, San Juan Capistrano, Dana Point, Irvine and Coto De Caza. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Your Financial Genie?

Your Financial Genie has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Your Financial Genie?

Call Your Financial Genie on (949) 779-5585. The business is at 120 Vantis Dr #300, Aliso Viejo, CA 92656. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Your Financial Genie? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Your Financial Genie compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Your Financial Genie (this business)—665.0 (11)NoNo
Selah Portfolios & Planning#42665.0 (36)YesNo11.7 mi
Jesus Gonzalez: Primerica#45665.0 (64)YesNo18.5 mi

See all 495 ranked financial advisors in Aliso Viejo