OWEN ZHANG
5410 Trabuco Road, Suite 110, Irvine, CA 92620
Since 2014
EDWARD JONES - College Savings, Insurance, Annuities Wealth Management, Business Retirement Plans, Retirement Savings, Estate and Legacy Strategies, Simple IRA, 401K, 403B, 457 & Employee Stock Ownership Plans
They can help ensure you receive the most current and comprehensive financial guidance ● To help families set money aside tax free for future college costs, the IRS created state-sponsored 529 plans
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LEGACY & WEALTH FINANCIAL ADVISORS
300 Spectrum Center Drive, Suite 400, Irvine, CA 92618
Since 2004
Investment Management, Financial Planning, Exchange-Traded Fund, Stock, Bonds, Prepare for Retirement, Life or Health Insurance, 401K, 457, 403B, Rollovers IRA, Review My Investments, Mutual Funds, Personal and Retirement Accounts, Saving for College, Start Investing, Estate Planning & Philanthropy
They take a holistic approach to financial guidance that reflects your priorities and specific life circumstances ● The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client’s long-term planning objectives
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WEALTHWISE FINANCIAL SERVICES
9070 Irvine Center Drive, Suite 230, Irvine, CA 92618
Since 1997
College, Financial and Estate Planning, Retirement Plan Consulting, Life Insurance Analysis, Disability Income, Long Term Care, Family Protection, Corporate 529, 401K and Defined Benefits Plans, Traditional/Roth IRA’s, Individual Accounts, Wealth & Separate Account Money Management
Specializes in working with business owners, key executives and women in transition ● Their clients entrust them with a minimum of $500,000 in investable assets ● They also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies
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