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SoCal Planners, IncFinancial advisor in Valencia, CA

SoCal Planners, Inc is a financial advisor at 28245 Ave Crocker #100, Valencia, CA 91355, ranked #13 of 215 financial advisors in Valencia and rated 5.0 from 14 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.

Valencia, CAUpdated 0 paid placements in any rankingHow we rank

Call (661) 200-5657Website ↗

Key facts

Key facts about SoCal Planners, Inc
Address28245 Ave Crocker #100, Valencia, CA 91355Get directions
Phone(661) 200-5657
Websitesocalplanners.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Valencia and 11 towns within 25 miles: Stevenson Ranch, Castaic, Santa Clarita, Chatsworth, San Fernando, Northridge, North Hills, Simi Valley, Canoga Park, West Hills and Shadow Hills.

Based in Valencia, CAView on map

Opening hours

Opening hours for SoCal Planners, Inc
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SoCal Planners, Inc

How is SoCal Planners, Inc ranked in Valencia?

SoCal Planners, Inc is ranked #13 of 215 financial advisors in Valencia 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 SoCal Planners, Inc’s hours?

SoCal Planners, Inc is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SoCal Planners, Inc serve?

Serves Valencia and 11 towns within 25 miles: Stevenson Ranch, Castaic, Santa Clarita, Chatsworth, San Fernando, Northridge, North Hills, Simi Valley, Canoga Park, West Hills and Shadow Hills. 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 SoCal Planners, Inc?

SoCal Planners, Inc has a rating of 5.0 from 14 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 SoCal Planners, Inc?

Call SoCal Planners, Inc on (661) 200-5657. The business is at 28245 Ave Crocker #100, Valencia, CA 91355. 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

SoCal Planners, Inc compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SoCal Planners, Inc (this business)—665.0 (14)NoNo
John E. Bennett, CPA#11665.0 (16)NoNo0.4 mi
Wealth Management Partners of Los Angeles, Inc.#12664.9 (98)YesYes20.6 mi
Zenith Consultancy Group#14664.8 (119)NoNo20.6 mi

See all 215 ranked financial advisors in Valencia