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Optivest Wealth ManagementFinancial advisor in San Juan Capistrano, CA

Optivest Wealth Management is a financial advisor at 30448 Rancho Viejo Rd #230, San Juan Capistrano, CA 92675, ranked #41 of 101 wealth managers in San Juan Capistrano and rated 3.7 from 3 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.

San Juan Capistrano, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 363-8686Website ↗

Key facts

Key facts about Optivest Wealth Management
Address30448 Rancho Viejo Rd #230, San Juan Capistrano, CA 92675Get directions
Phone(949) 363-8686
Websiteoptivestinc.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

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

Based in San Juan Capistrano, CAView on map

Opening hours

Opening hours for Optivest Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Optivest Wealth Management

How is Optivest Wealth Management ranked in San Juan Capistrano?

Optivest Wealth Management is ranked #41 of 101 wealth managers in San Juan Capistrano by RFA Score, with 62 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 Optivest Wealth Management’s hours?

Optivest Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Optivest Wealth Management serve?

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

Optivest Wealth Management has a rating of 3.7 from 3 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 Optivest Wealth Management?

Call Optivest Wealth Management on (949) 363-8686. The business is at 30448 Rancho Viejo Rd #230, San Juan Capistrano, CA 92675. 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.

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Compare nearby financial advisors

Optivest Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Optivest Wealth Management (this business)—623.7 (3)NoNo
Fourth Point Wealth#39635.0 (9)NoNo15.1 mi
JG Wealth Management#40625.0 (4)NoNo5.8 mi
Karam Wealth Advisors#42625.0 (14)YesNo23.0 mi

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