1. Applied Financial Planning

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    Irvine, CA

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    Applied Financial Planning

    4.3 (12 reviews)
    Open • 8:30 am - 5:00 pm

    Services - Applied Financial Planning

    Estate planning

    Investment management

    Retirement planning

    Applied Financial Planning Photos

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    5 months ago

    Welcoming and professional. We have been with Bill for sixteen years and he delivers on his promises.

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    2 years ago

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    2 years ago

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    9 years ago

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    65
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    12 years ago

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    7 years ago

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    7 years ago

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    15 years ago

    I went in and got my 2011 taxes done today with Sonya... She did a great job (as always) and was quick and fun to sit down with.

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    14 years ago

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    12 years ago

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    11 years ago

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    12 years ago

    Helpful 7
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    Review Highlights - Applied Financial Planning

    “Bill is a tax and financial wizard that has saved us thousands of dollars over the years.”

    Mentioned in 5 reviews

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    KCAL Insurance Agency - The open enrollment for 2023 health insurance in California 
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    KCAL Insurance Agency

    (41 reviews)

    I have been a customer of Mercury Insurance for many years for both my auto and home insurance. On…read moreAugust 14, 2026, I visited KCal Insurance Agency in Irvine to clarify some questions regarding my coverage, which was coming up for renewal. Unfortunately, the experience was very disappointing. The associates I initially spoke with did not appear to have adequate knowledge of the insurance matters I was asking about. Eventually, the Branch Manager, Bruce, stepped in. However, he was also unable to explain what endorsements were included in my policies and some other issues. Rather than addressing my questions or helping me understand my coverage, Bruce became hostile and rude, which I found particularly disappointing from someone in a management position. After spending more than 40 minutes at the office, I left without having my questions properly answered or my concerns clarified. I hope KCal Insurance Agency takes this feedback seriously and provides its associates with better training to ensure they can confidently and accurately address customers' insurance questions. More importantly, I believe the Branch Manager should set the standard for professionalism, courtesy, and customer service for the entire team. I sincerely hope KCal improves its customer service and professionalism so that long-standing customers receive the level of assistance and respect they deserve.

    Simon is really responsible and knowledgeable for my case. He helps to solve my difficult case…read morereally fast. It is incredible.

    Applied Financial Planning - financialadvising - Updated October 2026

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