A professional wealth management advisor does more than advise you regarding how to invest your money. He or she – and the financial institutions they represent – can prepare your entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs.
Within these pages, we’ve shone the spotlight on some of the very best, along with information about their careers, practice, and a quick look at what makes them stand out in their field.
Congratulations to the trailblazing professionals who made this list and thank you for your contributions to the local economy and the financial stability of the individuals and families that live here.
Methodology: Profiles were drawn from nomination materials submitted to the Orange County Business Journal. Those selected for inclusion were reviewed by the editorial department for inclusion.
CLICK HERE TO SEE THE 2022 DISTINGUISHED LEADERS – WEALTH MANAGEMENT
