Denefits

Wells Fargo Advisors in Irvine, CA, operates as a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, providing a range of investment and insurance products. Their team of financial advisors includes professionals such as Brandon Blanchard, Curtis Eakin III, Henry Hernandez, William Parton, and Peter Waldron, all dedicated to managing wealth through their specialized groups. Clients can expect tailored financial services, emphasizing the importance of investment risks, including the potential loss of principal. The firm adheres to legal and security regulations while maintaining a commitment to client privacy and transparency in their offerings. Generated from the website

The Financial Coaching Group, Inc. is a registered investment advisor firm serving select hard-working individuals and their families. We started in the financial and insurance services industry in 1998. The Financial Coaching Group, Inc. emerged in 2009 when we determined that an independent, un-biased approach would be the best way to continue to serve our clients. Our smaller size allows us to personalize our services and focus on your goals first. With the experience to guide and the desire to serve, we provide our clients with customized investment solutions so you can confidently make the important financial decisions that impact your future wealth and retirement.

Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms in Southern California, specializing in servicing public and private middle-market companies.