Business Directory

Laguna Niguel Chamber of Commerce

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Financial/Investments/Wealth Management

Assembly Pointe Financial
PO Box 6239
Laguna Niguel CA 92607
(949)209-8915
Rischi Paul Sharma, CFP, CRPS, LUTCF

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 Member Since 2018 

About Us...
Assembly Pointe Financial is a comprehensive financial services firm specializing in Corporate Benefits & Wealth Management. Located in Orange County, California, Assembly Pointe has over 50 years of combined financial experience and is staffed with CERTIFIED FINANCIAL PLANNER practitioners & Chartered Retirement Plan Specialists. Our advisors are multi-year recipients of the Orange Coast Magazine 5-Star WEALTH MANAGER AWARD. With depth of knowledge, technical resources and a traditional approach to personalized service, Assembly Pointe Financial is a tailored fit for many businesses and their families. Think of us for Group Health Insurance, 401k's, and Employee Benefits.

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Edward Jones
Edward Jones 30131 Town Center Drive, Suite 145
Laguna Niguel CA 92677
(949)249-8248   Fax: (888)847-8954
Rick Riegle, CFP, Financial Advisor

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Map  Member Since 2013 

About Us...
CA Insurance License OC24309 Whether you're planning for retirement, already there or trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Through it all, we're dedicated to providing you first class, customized, client service.

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Ironwood Wealth Management, LLC
30011 Ivy Glenn Drive, Suite 208
Laguna Niguel CA 92677
(949)424-6131
Rydan Case, ChFC , CFP , RFC

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Map  Member Since 2016 

About Us...
Fiduciary duty, transparency, trust, reliability, education: These are the values we believe in, live daily, and offer to you. Yes, we offer comprehensive financial planning and personalized investment strategies, but we also offer so much more. Want to be treated with the utmost care and consideration? To know that those in your firm will do what they say they will and have the expertise to match their promises? That's what we want, too. Please visit our website at www.ironwood.com

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Morgan Stanley
Morgan Stanley 28202 Cabot Road, Suite 500
Laguna Niguel CA 92677
(949)365-5322   Fax: (949)365-5398
Robert L. Brown, CFP, Financial Advisor
Other Contacts: Derek Campbell, Financial Advisor, Financial Planning St, Titus Lobo, Financial Advisor, Portfolio Manager

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Map  Member Since 2002 

About Us...


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Pacific Financial Planners, LLC
30131 Town Center Drive, Suite 105
Laguna Niguel CA 92677
(949)219-0692   Fax: (949)219-0695
Jerry Slusiewicz

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Map  Member Since 2011 

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Simpson Capital Management
Simpson Capital Management (949)495-7922   Fax: (949)495-5909
David L. Simpson, CFA

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 Member Since 2011 

About Us...
Investing is intricate but not rocket science. Simpson Capital Management (SCM) is a fee-only, independent registered investment advisor offering discretionary management of traditional stock and bond portfolios to individuals and institutions. Since 1999, SCM has concentrated on providing favorable, steady returns for long-term investors using a client-needs focus, balanced portfolios and comprehensive research. SCM makes the investment process easier to understand and would be happy to chat about how we can add value to your pursuit of hopes and dreams. For more information visit our website:www.simpsoncapital.com

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South Orange County Financial Planning
South Orange County Financial Planning 16A Journey, Suite 200
Aliso Viejo CA 92656
(949)542-3316   Fax: (949)613-7358
David S. Lopez CFP, Financial Advisor

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Map  Member Since 2010 

About Us...
David S. Lopez, a Certified Financial Planner, graduated from the United States Naval Academy in 1989 and became a Submarine Officer and qualified as a Nuclear Engineer Officer. He served for 7 years and was 3 times awarded the Navy Achievement Medal and also awarded the Navy Commendation Medal. In 1996 he began his career as a Financial Advisor. Today David is also a veteran of the Financial Services industry. He develops customized wealth management strategies, which help his clients to reach their financial goals. His comprehensive customized plans seamlessly integrate financial planning, asset management, risk management and liabilities management. To learn more visit SOCFP.com - South Orange County Financial Planning's website. CA Insurance Lic: 0C04786

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Stratos Wealth Partners
2 Park Plaza, Suite 350
Irvine CA 92614
(949)502-8525   Fax: (949)407-4879
Elaine Gennawey, CRPC

Map  Member Since 2013 

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Wells Fargo Bank
28211 Crown Valley Parkway
Laguna Niguel CA 92677
(949)362-1057   Fax: (949)362-3045
Amin Ghanei, Branch Manager
Other Contacts: Gary Kubesh, CFP, V.P. - Investments

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Map  Member Since 2017 

About Us...
Gary Kubesh, Financial Advisor & Wealth Brokerage Services Specializing in: Financial Planning, Investment Services, Wealth Management

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