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Meet Your Advisor

Armond L. Herndon, CFP, MBA

Financial Advisor

Email Address

armond.herndon@wellsfargo.com

Phone Number

(949) 506-5772

Find Me On

I’m Armond Herndon, a Financial Advisor based in Anaheim, CA with over 13 years of experience in financial services. My journey began at 18 years old when I enlisted in the U.S. Army, serving 8 years in logistics which I proudly completed a tour in Iraq during the height of the war. Later, I transitioned to the U.S. Air Force as a Civil Engineer for 3 years—these experiences have shaped my commitment to discipline, service, and precision.

Today, I bring that same mission-driven mindset to financial advising. I hold a CERTIFIED FINANCIAL PLANNER™ designation and an MBA in Financial Planning. My approach is rooted in trust, transparency, and a deep understanding of each client’s unique financial story.

Outside of work, I enjoy watching competitive sports and staying active through working out, pickleball and golf—activities that keep me grounded and connected to my community.

CA Insurance License Number 0H92127 Resident State CA

Certificates

CFP, MBA

As a CFP® professional, I follow a structured, client-centered process designed to deliver clarity, confidence, and long-term success:

  1. Discovery & Relationship Building
    We begin with a conversation to understand your goals, values, and lifestyle.

  2. Data Gathering & Analysis
    I review your financial landscape—income, assets, liabilities, insurance, and more.

  3. Goal Setting & Prioritization
    Together, we define and prioritize your financial objectives.

  4. Customized Planning
    I craft a personalized plan integrating investments, retirement, tax strategies, risk management, and estate planning.

  5. Implementation
    With your approval, we put the plan into action, coordinating with other professionals as needed.

  6. Ongoing Monitoring & Adjustments
    I provide regular reviews and updates to keep your plan aligned with life’s changes.

  7. Education & Empowerment
    I ensure you understand every strategy so you can make confident, informed decisions.

As a CFP® professional, I follow a structured, client-centered process designed to deliver clarity, confidence, and long-term success:

  1. Discovery & Relationship Building
    We begin with a conversation to understand your goals, values, and lifestyle.

  2. Data Gathering & Analysis
    I review your financial landscape—income, assets, liabilities, insurance, and more.

  3. Goal Setting & Prioritization
    Together, we define and prioritize your financial objectives.

  4. Customized Planning
    I craft a personalized plan integrating investments, retirement, tax strategies, risk management, and estate planning.

  5. Implementation
    With your approval, we put the plan into action, coordinating with other professionals as needed.

  6. Ongoing Monitoring & Adjustments
    I provide regular reviews and updates to keep your plan aligned with life’s changes.

  7. Education & Empowerment
    I ensure you understand every strategy so you can make confident, informed decisions.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Office Address

5625 E SANTA ANA CANYON RD
ANAHEIM, CA 92807
Local Phone: (949) 506-5772
armond.herndon@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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