Investment management los angeles in Irvine, California

EP Wealth Advisors, located at 18301 Von Karman Avenue in Irvine, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. Their fee-only approach ensures objectivity in investment recommendations. With a personalized touch and deep expertise, clients can focus on what matters most. EP Wealth offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a personalized financial plan. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals.

Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.

n and a disciplined investment approach to help clients achieve their financial goals. With over 25 years of experience in the financial industry, Bob specializes in wealth management, financial planning, and retirement planning for individuals and families. Prior to joining Beacon Pointe, Bob worked at UBS Financial Services as a Senior Vice President. Bob graduated from the University of California, Irvine with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In his free time, Bob enjoys playing golf, traveling, and spending time with his wife and two children. Susan is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for working with individuals, families, and businesses to develop customized financial plans to meet their specific needs and goals. With over 20 years of experience in the financial industry, Susan specializes in retirement planning, estate planning, and investment management. Prior to joining Beacon Pointe, Susan worked at Merrill Lynch as a Financial Advisor. Susan graduated from the University of California, Los Angeles with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In her free time, Susan enjoys hiking, cooking, and volunteering in her community. Overall, Beacon Pointe Advisors in San Diego, California, offers a comprehensive range of financial services including investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated advisors, Beacon Pointe is committed to helping clients achieve their financial goals and secure their financial future.

Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.

VjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.

GreenGrowth CPAs is a leading institution in accounting and finance, located at 200 Spectrum Center Drive in Irvine, California, United States. We are known for our industry-leading expertise and our unwavering commitment to providing the best customer experience. Our team simplifies complexity to empower clear decision-making for our clients. Companies trust us because we are a dynamic community of professionals with diverse perspectives and passions. Our priority is the success of our clients, and we provide industry-leading accounting and reporting best practices to help businesses grow. Contact us for a free consultation and discover how GreenGrowth CPAs can support your business. With headquarters in Los Angeles, California, as well as locations in Belgrade, Serbia, and Buenos Aires, Argentina, we are ready to serve clients worldwide.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success. Conveniently located at 2201 Seal Beach Boulevard, Seal Beach, California 90740, we are dedicated to providing personalized financial solutions tailored to meet your unique goals. Whether you're looking to finance your next big purchase or simply manage your day-to-day banking needs, we've got you covered. At Financial Partners, we offer a comprehensive range of financial products and services, including checking and savings accounts, credit cards, mortgages, auto loans, and personal loans. Our competitive rates and member-focused approach ensure that you receive the best value and service possible. Enjoy exclusive benefits such as 0% APR for 12 months on purchases and balance transfers for qualifying members, and earn 5,000 APEX bonus points with new Platinum Rewards Mastercard accounts.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success. Conveniently located at 12401 Washington Boulevard, Whittier, California, we proudly serve the Los Angeles Metro, Orange County, San Diego, and San Francisco areas. Our mission is to provide personalized financial solutions tailored to your unique goals, helping you navigate life's financial journeys with confidence. At Financial Partners Credit Union, we offer a comprehensive range of banking services designed to meet your needs, including checking and savings accounts, credit cards, mortgages, auto loans, and personal loans. Whether you're looking to get the wheels you need for your precious cargo or seeking tailored product recommendations, our expert team is here to guide you every step of the way.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.