3 Best Financial Services in Irvine, CA

“Falcon Wealth Planning is a NAPFA-Registered Financial Firm and is a CERTIFIED FINANCIAL PLANNER™ Professional who helps clients across the country. With more than 30 years of experience, they dedicate their services to prepare creative solutions tailored specifically to you. Their mission is to provide clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals. Falcon Wealth Planning offers customized advice on each client’s wealth planning issues. Their priority is to provide clients with clarity and education and to make planning simple and tangible so that they can achieve their financial goals. They fully disclose all fees and work as a Fiduciary to make sure the plan they put together is in your best interest. They offer free assessments to their clients.”

“Applied Financial Planning's goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years. The team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom. The mission is to help clients achieve financial independence, and once achieved, to lead a life of financial significance. William C. O’Connor is the founder of Applied Financial Planning. He graduated from the University of Southern California’s Personal Financial Planning Program, earning his certification as a CERTIFIED FINANCIAL PLANNER™ professional. He received his BA and graduated with honors from American University. Applied Financial Planning gives your future direction by combining the knowledge and resources of a large firm with the personal attention of a dear friend whose primary concern is your financial health. They offer complimentary consultation.”

“StrateFi Wealth Management is committed to guiding you through the financial terrain that is specific to you. They help their clients every step of the way to work toward their goals and objectives. Their mission is to manage their clients’ financial well-being and provide an experience that is ultimately gratifying and fiscally rewarding. As an independent wealth management firm, they have one overarching investment principle to protect their clients’ interests. StrateFi Wealth Management believes that every person has their own financial path, and as they chart your specific financial course together, they create a comprehensive road map for you to pursue your life goals and greatest aspirations. Their services can be customized with the goal of meeting the needs of each individual client, and they have the experience to work with clients across various industries, including executives, engineers, doctors, lawyers, business owners, and more.”