We have the knowledge, training, and backing to help our clients succeed financially. Our goal is to provide superior client service. A long-term relationship is built on the trust earned through integrity, hard work and service.
Butch brings over a decade of investment planning experience to our team. Mr. Safyurtlu transitioned his clients from the investment planning division of Goldman Sachs where he was responsible for a wide range of services including estate and tax planning. His background helps clients navigate the often complex world of wealth management. Butch is an Orange County native and resides in Newport Beach.
Wells Fargo Advisors Financial Network is not a tax or legal advisor.
Tom serves as the Managing Principal and co-founder of Apex Investment Planning Services. Tom is committed to helping individuals develop financial and investment strategies that align with their needs, goals and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service.
Prior to co-founding Apex, Tom served as an Advisor at Sage Point Financial and as a Registered Client Associate for UBS Financial Services. Tom holds the Series 7, Series 24, Series 66 and Life, Health, Annuities, Insurance licenses and is currently preparing for the Certified Financial Planner™ designation. Tom is a member of the American Finance Association and holds a degree in economics from the University of California Santa Barbara.
Away from the office, Tom enjoys spending time on the golf course, at the beach, or in the mountains. Tom resides in Costa Mesa with his wife Melissa and their bernedoodle, Leo.
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