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Bright Wealth Advisors
400 Spectrum Center Drive, Irvine, California 92618
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About the Bright Wealth Advisors
Bright Wealth Advisors is a finance institution located at 400 Spectrum Center Drive in Irvine, California, United States. Our mission is to help our clients live their ideal lifestyle, no matter their age or stage in life. With over 15 years of experience in helping clients navigate retirement, our team of financial professionals puts your needs first. As an independent firm, we have access to a wide selection of financial tools tailored to your unique retirement plan. Through our Lasting Wealth Blueprint, we work with you to create a solid foundation for your retirement, addressing potential risks along the way. We track your progress and meet with you regularly to ensure you stay on track. Bright Wealth Advisors is a registered investment advisor, offering advisory services to clients where we are properly licensed. We do not provide legal, accounting, or tax advice, but work with individuals to create retirement strategies using a variety of investment and insurance products. Investing involves risk, and none of the information on our website constitutes an offer to buy or sell securities. We are here to help you build a secure financial future, every step of the way.
400 Spectrum Center Dr Floor 19, Irvine, CA 92618, United States
Opening hours of Bright Wealth Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Bright Wealth Advisors
"As a person who did not grow up with a strong background of financial literacy, I was very nervous to start working with a financial advisor, even though Henry came highly recommended. In our first meeting he quickly showed me how unnecessary my fears were. He is professional, supportive, informative and extremely personable. In over a year, he has drastically helped changed my outlook on my financial situation and provided a plan for long term success. I've already recommended 4 friends to reach out to him."
"Money has always made me very anxious, and Henry has helped me alleviate so many of those anxieties! Every time we talk, I feel like I gain more clarity and insight into how my money can help me create balance in my life. I appreciate his interest in helping me save intentionally and spend without guilt. I am confident that my finances are in qualified and caring hands. Henry listens closely and takes the time necessary to ensure I know what, why, and how his recommendations can benefit my present and future."
"If you want someone to just tell you what to do, tell you you are doing great, & have a cookie cutter approach with each client, Henry is NOT the person. If you are looking for someone who genuinely cares about you as an individual, cares about your financial health, someone to discuss/clarify financial goals with, & develop a plan/steps to achieve those goals, your success starts with Bright Wealth. We were on the fence about the need to work with someone to discuss our financial concerns/goals. However, making the decision to work with Henry at Bright Wealth was the best decision we made for our financial journey so far. After reflecting on our experience, we know we made the best decision that helped us to not only clarify our financial goals but also set us up to take steps towards being able to reach these goals. From the beginning, Henry was clear about what to expect through our engagement & made sure he understood what we were looking for. Finances are never an easy topic to discuss (especially when you & your significant other are not on the same page). To our surprise, in the last 6 months of working with Henry, the conversations regarding finances & goals between my spouse & I got easier and more frequent. He was able to get us on the same page, both on an individual basis & as a couple to accomplish our financial priorities. Henry also provided us with deliverables that we have referenced back to multiple times & will continue to do so. We will definitely keep Bright Wealth in mind for our future financial needs."
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