Fiduciary Advice Right In Your Backyard

Our mission is simple: We exist to help you find a local Certifed Financial Planner™ who puts YOUR interests first

Meet Our Advisors

Local Financial Advisors

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:

Qualified

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.

Specialized

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.

Committed

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.

Local

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.

About the Orange County Financial Advisors Network

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:

  • All of our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation.
  • We’re fiduciaries. Simply put, we have a strict ethical & legal obligation to act in the best interest of our clients at all times.
  • Appropriately registered with the California Department of Business Oversight as a Registered Investment Advisor (RIA).
  • Experienced in providing professional financial planning services to individuals.
  • Operate our businesses primarily in Orange County and the surrounding areas.
  • All of our members are currently accepting new clients to work with.
  • Committed to continually furthering our education in order to better serve clients.
  • Have a positive reputation among local professionals in our industry, as membership in OCFAN is by invitation only.

Areas of Expertise

As CERTIFIED FINANCIAL PLANNER™ professionals, we take pride in providing recommendations that are comprehensive in nature and thoroughly cover the following areas:

Investment Planning

Building a portfolio, including different investment vehicles, diversification, and risk management.

Cash Flow Planning

Creating a plan to ensure that you can properly support your spending needs and savings goals both for today and for tomorrow.

Retirement Planning

Performing retirement needs analyses, evaluating retirement plans, and understanding Social Security, Medicare and Medicaid.

Tax Planning

Understand the basics of how to structure your investment accounts with tax efficiency for today and for retirement.

Risk Management & Insurance Planning

Evaluating risk and assessing different types of insurance, from healthcare to property to disability.

Estate Planning

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?

Meet Some Of The Locals

Henry Hoang, CFP®

Owner & Financial Planner

Company

Bright Wealth Advisors

Specialties

  • Physicians
  • Tech Professionals
  • Retirees
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Nycole Freer, CFP®, BFA™

Owner & Financial Planner

Company

Eden Financial

Specialties

  • Families with Young Children
  • Business Start-Ups and Entrepreneurs
  • Professional Women
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Nick Covyeau, CFP®

Owner & Financial Planner

Company

Swell Financial

Specialties

  • Tax and Retirement Planning
  • Transitioning into Retirement
  • Social Security and CalSTRS/CalPERS Pension Optimization
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Jared Tanimoto, CFP®

Owner & Financial Planner

Company

Ascent Wealth

Specialties

  • Content Creators
  • Equity Compensation Planning
  • High Income Professionals
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Tara Bokosky, CFP®

Owner & Financial Planner

Company

Sachi Financial Planning

Specialties

  • Entrepreneurs
  • Small Business Owners
  • Retirees
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Jason_Stein

Jason Stein, CFP®

Owner & Financial Planner

Company

Bluepoint Wealth Advisors

Specialties

  • Retirees
  • Business Owners
  • Young Professionals
View Profile

Our Blogs

Each month, we are committed to producing new and relevant content dedicated to helping you gain more clarity and confidence about your financial situation.

Everything you need to know about retiring earlyUncategorized
January 11, 2024

Everything you need to know about retiring early

What is retirement really? Is it an age, a number on an Investment statement, or a mindset? Retirement is your decision to trade in your paycheck for your time, memories,…
Uncategorized
January 11, 2024

What Dave Ramsey got wrong when it comes to knowing how much you can safely spend in retirement

There is a lot of merit in what most* of Dave Ramsey has to say. After all, his Baby Steps and Financial Peace University program have helped thousands of families get out of debt…
Uncategorized
January 11, 2024

Five Tips to Creating a Successful Retirement Plan On Your Own

As a retirement enthusiast, you have joined my weekly newsletter list and read along each month, and I hope you have found the information to be helpful and informative. After…