Applied Financial Planning

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100 Pacifica Ste 400
Irvine, CA 92618
+1 (714) 929-7420
http://www.appliedfinancialplanning.com

Applied Financial Planning, located in Irvine, CA, specializes in financial independence through a range of services, including financial planning, retirement planning, investment management, estate planning, and tax planning. Their personalized approach, bolstered by fiduciary responsibility, ensures that clients receive tailored strategies that meet their unique financial needs.

With a commitment to guiding clients through various life stages—whether they are young professionals, nearing retirement, or enjoying their golden years—Applied Financial Planning combines the resources of a large firm with the personalized attention of a dedicated advisor. Their integrated tax planning and concierge client services further enhance the support offered, ensuring comprehensive financial health for each client.

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Reviews

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4.011 reviews
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Todd B.
10/6/2024

The team at Applied FInancial Planning has consistently had our best interest in mind with current budget planning, long term expense planning strategies for tuition payment planning, weddings...

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Zoe F.
11/5/2024

I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious...

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Wayne P.
4/3/2018

Just checked my old stock portfolio before these crooks started managing it, and I would be over eight million dollars ($8M) richer today had I never allowed them to manage my account.

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Grace J.
8/29/2019

We've been clients since 2015 and have had a great experience. Our advisor Andrea has been a wonderful partner to us and given us sound advice as we have had to make some big financial decisions....

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K. L.
7/20/2019

Sonya O'Conner has been doing my taxes for over 10 years. She is an expert in her field, fun to talk to and has the ability to explain complicated tax laws in a simple comprehensible way. This...

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United States›California›Irvine›Applied Financial Planning

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