Wealth Management Advisor

Wealth Management Advisor

714
9107 (510)
1 Pointe Dr., Suite 518, Brea, CA 92821
Wealth Management Advisor
Wealth Management Advisor

Wealth Management Advisor

714
9107 (510)
1 Pointe Dr., Suite 518, Brea, CA 92821

About

Our mission is to get to know and understand your personal and financial needs, wants, and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your ever-evolving considerations.

We take a holistic approach to financial planning. This approach places you, the client at the focus of all our considerations, actions and recommendations.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to both growing and preserving what you have worked your lifetime to accomplish. All of our energy, commitment, and efforts are focused on you, the client, your satisfaction is our pride of service and reputation.

We understand that throughout your life you have made financial decisions based on each phase of your life; the beginning of your working career, marriage, starting a family, the purchase of your first home, starting a business of your own, or even deciding when to retire.

As your life and priorities have progressed often some of those financial decisions have changed, just as your goals have. It is our honor and responsibility to assist you in seeing that all those individual decisions work in concert with one another and more importantly, how to apply them as you intended towards your future goals.

Hours

Closed Now
Sunday: Closed
Monday: 8:30 am - 6:00 pm
Tuesday: 8:30 am - 6:00 pm
Wednesday: 8:30 am - 6:00 pm
Thursday: 8:30 am - 6:00 pm
Friday: 8:30 am - 6:00 pm
Saturday: 10:00 am - 2:00 pm

Location

1 Pointe Dr., Suite 518, Brea, CA 92821
57 freeway, three miles South of the 60 freeway at the Lambert Road exit. One block East of the freeway exit, turn left on Pointe Drive.
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Additional Locations

650 Town Center Dr., Suite 1650, Costa Mesa, CA 92626
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