3 Best Financial Services in Irvine, CA

“Falcon Wealth Planning is a NAPFA-registered financial firm led by Certified Financial Planner™ professionals who assist clients nationwide. With over 30 years of combined experience, their team is dedicated to crafting creative, personalized solutions tailored to each client. They are a fee-only registered investment advisor specializing in tax-efficient retirement income and helping clients achieve their financial goals. Falcon Wealth Planning specializes in objective financial planning to help clients build, manage, grow & protect their assets through life’s transitions. They provide complete services to assist you in achieving your goals. They are values they live by here at Falcon Wealth Planning. Falcon Wealth Planning, Inc. is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. They offer free assessments to their clients.”

Read more

“Applied Financial Planning, Inc. is dedicated to helping people create and preserve wealth. William C. O’Connor and Sean Walker, Principal and Wealth Advisor. The firm offers a personalized strategy for assisting customers with various services, from integrated wealth management and in-depth investment analysis to tax-advantaged investing and tax preparation. They provide your future direction by providing the knowledge and resources of a large team with personal attention and care. They develop a customized financial plan that adapts and changes as your life progresses. Their mission is to support their clients in achieving financial independence and, once completed, leading a life of financial significance. They give 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 personalized strategies for all stages of your life. Their disciplined, time-tested investment strategies provide your portfolio with the proactive service you require to pursue your goals. They offer complimentary consultation.”

Read more

“Jason Jiang is a financial advisor and limited partner with Edward Jones in Irvine, California. His mission is to provide clients with concierge service and impactful financial advice. He joined Edward Jones to run one of the four offices here in Irvine, CA, as he was drawn to their firm's partnership structure, which uniquely enables him to prioritize clients' interests over shareholders' interests. He completed a Bachelor of Science in Business Administration with a concentration in Finance from the UC Riverside School of Business Administration. He also holds the AAMS™, CRPC™, and CRPS™ certifications and licenses. Jason Jiang has also earned the Certified Exit Planning Advisor® designation as his team, and he works primarily with business owners and key executives who require complex planning.”

Read more