Aegis Financial Partners

Lockwood Retirement Consulting is a firm based in Irvine, CA, specializing in providing retirement planning services to individuals and businesses. The company offers personalized financial advice and strategies to help clients prepare for a secure and comfortable retirement. Generated from their business information

Juliana Yoon CRPC is a financial planning firm based in Irvine, CA, specializing in comprehensive wealth management services. With a focus on personalized strategies and long-term financial goals, the company assists clients in navigating various aspects of financial planning and investment management. Generated from their business information

HistoryBefore founding his own firm, Dallas spent 15 years at Wells Fargo Private Client Services where he was a Senior Vice President, Senior Financial Consultant, and Regional Manager supervising up to 25 other Financial Consultants.SpecialtiesHelping clients accumulate, protect and transfer their wealth, but more importantly their values, to future generations. We work closely with our clients' other advisors such as CPAs and Trust & Estate Attorneys to provide estate planning, retirement planning, as well as business and investment planning guidance to our clients.