23461 South Pointe Drive, Suite 360
Laguna Hills CA 92653
(949)544-1700
Cade Cherry
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Member Since 2024 Company Alphabetical Listing: |
2 5 7 A B C D E F G H J K L M N O P Q R S T U V W X Y Z |
Contact Alphabetical Listing: |
A B C D E F G H J K L M N O P R S T U V W X Y Z |
Edward Jones
23461 South Pointe Drive, Suite 360
Laguna Hills CA 92653
(949)544-1700
Cade Cherry
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Member Since 2024
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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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.
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: Titus Lobo, Financial Advisor, Portfolio Manager
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Member Since 2002
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Simpson Capital Management
(949)495-5909 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
South Orange County Financial Planning
30131 Town Center Drive, Suite 168
Laguna Niguel CA 92677
(949)542-3316 Fax: (949)613-7358
David S. Lopez CFP®, Financial Advisor
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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