Our mission is simple: We exist to help you find a local Certifed Financial Planner™ who puts YOUR interests first
Selecting a financial advisor is a crucial decision that can greatly impact your financial life. With numerous options to consider, it’s natural to feel overwhelmed. You’re in search of a friendly and competent financial planner who embodies the following characteristics:
We take education very seriously, after all, it’s your money that’s at stake. This is why, all of our Advisors are required to have the CERTIFIED FINANCIAL PLANNER™ designation and commit to ongoing learning and training.
Choosing to work with a specialist, rather than a generalist, ensures that your Advisor is keenly aware of the specific financial challenges that you face, and has the expertise to solve your unique situation.
It is of utmost importance that our Advisors adhere to and follow strict ethical standards, acting as a fiduciary at all times, and always putting their client’s best interests before their own.
Proximate to you an your financial situation, all of our Advisors are local to the community that you call home and knowledgeable about issues specific to Orange County.
The Orange County Advisors Network is a wonderful community of independent Certified Financial Planner professionals. What sets us apart is our dedication to exceeding the qualifications and standards of most financial planners.
While we each run our own separate businesses, we come together with a common goal of providing our clients with the highest quality of advice. Being a member of our network requires meeting certain criteria, such as:
As CERTIFIED FINANCIAL PLANNER™ professionals, we take pride in providing recommendations that are comprehensive in nature and thoroughly cover the following areas:
Building a portfolio, including different investment vehicles, diversification, and risk management.
Creating a plan to ensure that you can properly support your spending needs and savings goals both for today and for tomorrow.
Performing retirement needs analyses, evaluating retirement plans, and understanding Social Security, Medicare and Medicaid.
Understand the basics of how to structure your investment accounts with tax efficiency for today and for retirement.
Evaluating risk and assessing different types of insurance, from healthcare to property to disability.
Do you have the proper documents in place to ensure that your assets are safe and go to the people or organizations/charities you desire?
Owner & Financial Planner
Bright Wealth Advisors
Owner & Financial Planner
Eden Financial
Owner & Financial Planner
Swell Financial
Owner & Financial Planner
Ascent Wealth
Owner & Financial Planner
Sachi Financial Planning
Owner & Financial Planner
Bluepoint Wealth Advisors
Each month, we are committed to producing new and relevant content dedicated to helping you gain more clarity and confidence about your financial situation.
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