Overview

We are a growing, independent financial planning practice consisting of 3 Certified Financial Planning professionals and staff with over 15 years helping clients with their Financial Planning and Investment Management needs .

Our clients vary in age and wealth but we primarily work with middle to high net worth individuals and families as well as small business owners and company retirement plans.

Our most senior CFP® professional has over 15 years’ experience providing Financial Planning and Investment advice with our other two CFP® professionals having over 9 and 5 years’ experience respectively.

Our team approach allows us to deliver a high level of service and experience for the clients of our practice.

We are almost entirely fee-based with the majority of our revenue coming from reoccurring AUM fees and annual flat fees for comprehensive financial planning with a very small amount coming from commissionable based business like fixed insurance.

We are centrally located in the Irvine/Newport Beach area and we are looking to expand our offices and client reach.

Last Activity
within 6 months

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