Apella Wealth · 1 day ago
Lead Financial Planner
Huntington Beach, CA
Full-time
Onsite
Mid, Senior Level
$125K/yr - $175K/yr
4+ years expApella Wealth is a growing company based in Huntington Beach, CA, looking for experienced Certified Financial Planner® professionals to join their team. The Lead Financial Planner will serve as a primary advisor, leading client relationships and delivering holistic financial planning across various domains such as investments, retirement, and tax.
AdviceFinancial ServicesWealth Management
Responsibilities
Lead client relationships with empathy, transparency, and fiduciary care
Build and manage comprehensive plans across:
Investments
Retirement
Tax
Estate
Insurance and risk management
Conduct and lead client meetings (in-person and virtual)
Partner with CPAs, estate attorneys, and internal teammates
Work closely with dedicated support planners and client services professionals for execution and service
Participate in business development efforts through referrals and aligned prospect conversations
This is a planning-first role—not commission-driven or cold-calling focused
Qualification
Required
CFP® certificant with 4–7 years of financial planning experience
Bachelor's degree
CFP® designation required
Experience across retirement, investment, tax, estate, and insurance planning
Ability to work primarily in person in our Huntington Beach office
Benefits
Unlimited paid time off
401(k) with 4% company match
Medical insurance coverage
Life and disability insurance
Ongoing professional development and CE support
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
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