Virtual financial management and consulting in Irvine, California

Thrivent Financial-Lutherans, located in Irvine, California, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. By matching clients with resources based on their top financial concerns, Thrivent aims to understand each individual's unique situation and goals in order to provide strategies and solutions to help them achieve financial success. Through their free virtual coaching service, Money Canvas™, clients can build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. With a focus on generosity and charitable planning, Thrivent encourages clients to give back and make a positive impact in their communities. As a Fortune 500 organization, Thrivent offers a range of financial services, including advice, investments, insurance, banking, and generosity programs. With $162 billion in assets under management/advisement, Thrivent is committed to helping individuals make the most of all they've been given, achieve clarity, and live a more meaningful and generous life.

BML Wealth Management, located at 2 Park Plaza in Irvine, California, is a finance and insurance agency dedicated to helping individuals achieve their ideal retirement. Our team of professionals can assist you in creating a comprehensive strategy using a variety of investment and insurance products and services tailored to your specific needs and concerns. Our mission is to help you feel confident in your financial future by preserving, saving, and growing your hard-earned assets. We offer The Retirement Fingerprint®, a customized written plan that focuses on five key areas of your financial life: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. By addressing these areas, we can help you realize your retirement dreams and ensure you have the best plan in place for a secure future.

Located at 15333 Culver Drive in Irvine, California, the Steven Wang - State Farm Insurance Agency is a vibrant and passionate institution serving the Irvine, Lake Forest, and surrounding Orange County communities. As a second-generation State Farm Agent, Steven Wang has been providing exceptional Insurance and Financial Services since 2001, ranking among the top 50 State Farm Agencies nationwide. With a Bachelor of Arts in Business Administration Management from California State University Fullerton, Steven is dedicated to helping customers achieve their financial goals. The agency's team is highly skilled and trained, fluent in Mandarin Chinese, Cantonese, Taiwanese, and English to ensure exceptional service. They offer a range of insurance options from Car Insurance to Life Insurance and Financial Services for local families, small businesses, and large corporations. The agency's mission is to provide exceptional customer service and be the preferred choice for Auto Insurance, Life Insurance, and Financial Services in Irvine and Lake Forest.

Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.

Steven Wang - State Farm Insurance Agent is a reputable insurance agency located at 26233 Enterprise Court in Lake Forest, California. Look for the State Farm logo on the side of the building and the sign on the front door to easily locate the office. Serving customers since 2001 in Irvine, Lake Forest, and surrounding areas of Orange County, Steven Wang is a second-generation State Farm Agent known for his dedication to helping customers achieve their financial goals. With a degree in Business Administration Management from Cal State Fullerton, Steven and his professional team are committed to providing the highest degree of integrity to assist families, small businesses, and corporations with their insurance needs. Fluent in Mandarin Chinese, Cantonese, Taiwanese, and English, the team at Steven Wang's agency is skilled in developing comprehensive, goal-driven results for their clients. Offering services for auto insurance, life insurance, and more, State Farm is dedicated to helping customers manage the risks of everyday life and realize their dreams. Contact Steven Wang's team today for a free consultation, available in person or virtually. With a collective 60 years of experience in the insurance and financial services industry, the team is equipped to provide exceptional customer service to the Orange County community.

Kennedy Shaw - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. With licenses in multiple states, including Arizona, California, Idaho, Minnesota, Nevada, New York, Oregon, and Wisconsin, Kennedy Shaw - Thrivent offers clarity for your current financial position and confidence for your future endeavors. Specializing in guiding couples, women, and divorced women through their financial journeys, Kennedy Shaw provides personalized advice, tools, and guidance tailored to fit your unique circumstances and goals. They view money as a means, not an end, and strive to optimize your finances regardless of your starting point. At Kennedy Shaw - Thrivent, financial planning is approached with careful consideration to comprehend your individuality, values, and goals. Their purpose-driven approach offers advice rooted in your purpose and aligned with what matters most to you. With a focus on treating money as a tool, not a goal, Kennedy Shaw - Thrivent provides robust financial strategies to guide you towards your financial destination.

David Parker - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, GA, ID, IL, MA, ME, MN, NC, ND, NH, NV, OR, SD, TX, VA, and WY. The institution focuses on protecting loved ones against the impact of long term care, death, and disability. You can plan a visit in person at their offices in Irvine, at your home, or virtually via Zoom or Facetime. Licensing information is available through your State Insurance Department’s website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional.

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.