Wealth planning, retirement income, and tax-efficient investing for individuals and families, plus 401(k) plan reviews for companies.
Financial Advisor in Orange County
I help Orange County families and business owners bring their investments, retirement income, and taxes into one plan, coordinated with their CPA and attorney.
- ✓No cost or obligation for a first conversation
- ✓Your whole picture: investments, retirement, taxes, insurance, and estate planning strategies
- ✓You decide what, if anything, happens next
Wells Fargo Advisors does not provide tax or legal advice.
CA Insurance License Number: 4537505. Resident State: California.
QPFC
Qualified Plan Financial Consultant
Business owner background
Years working closely with owners before becoming an advisor
Works with your CPA
Your plan coordinated with your tax and legal professionals
Services
How I help families and companies across Orange County
Pick what fits where you are today.
For you and your family
Not sure which fits? Request a call →
For your company
401(k) Plan Reviews
Benchmarking, plan advisor searches, and request for proposal (RFP) support for established company plans and the committees that oversee them.
For business owners, CFOs, HR leaders, and plan committees.
How I work
Talk it through before you decide
A conversation first
We start with what's on your mind. No documents, no preparation, and no decisions in the first meeting.
Your whole picture
Investments, retirement, taxes, insurance, and estate planning strategies, looked at together and coordinated with your CPA and attorney.
Your pace
I lay out the options and the tradeoffs. You decide what, if anything, happens next.
Start here
Request a call
Tell me a little about what's on your mind. Your name and phone number are all I need; everything else helps me prepare.
By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.
Before your first conversation with a financial advisor
Tap a question to see the answer.
Is there a cost for the first conversation?
No. The first conversation has no cost and no obligation. If we decide to work together, I'll explain exactly how I'm paid before you make any decisions.
Do you work with my CPA or attorney?
Yes. Wells Fargo Advisors doesn't provide tax or legal advice, so I coordinate with your tax and legal professionals to keep your plan consistent.
I'm not sure what I need. Where do I start?
Request a call. We'll start with a conversation about what's on your mind, and I'll point you to what fits: a full plan, a second opinion, or one question answered.
Let's talk through what's next.
A first conversation is just that: a conversation. No cost, no obligation.
Serving individuals, families, and companies throughout Orange County
See every Orange County city I serve
- Aliso Viejo
- Anaheim
- Brea
- Buena Park
- Costa Mesa
- Cypress
- Dana Point
- Fountain Valley
- Fullerton
- Garden Grove
- Huntington Beach
- Irvine
- La Habra
- La Palma
- Laguna Beach
- Laguna Hills
- Laguna Niguel
- Laguna Woods
- Lake Forest
- Los Alamitos
- Mission Viejo
- Newport Beach
- Orange
- Placentia
- Rancho Santa Margarita
- San Clemente
- San Juan Capistrano
- Santa Ana
- Seal Beach
- Stanton
- Tustin
- Villa Park
- Westminster
- Yorba Linda
Plus unincorporated communities including Coto de Caza, Ladera Ranch, Midway City, Rossmoor, and Trabuco Canyon.
Important information
This information is for general educational purposes only. It is not a recommendation or individualized investment, tax, or legal advice.
Asset allocation and diversification do not guarantee a profit or protect against loss in declining markets.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Initial reviews and consultations are offered at no cost and with no obligation. If you decide to open an account or use advisory services, applicable fees and expenses will be explained to you in advance.
The Qualified Plan Financial Consultant (QPFC) credential is awarded by the National Association of Plan Advisors (NAPA) and requires passing a proctored exam, agreeing to NAPA's Code of Professional Conduct, and completing annual continuing education. Holding the QPFC does not by itself make an advisor a fiduciary to a retirement plan. Whether Wells Fargo Advisors serves a plan in a fiduciary capacity depends on the services and agreement selected.