D M Brenner Inc

Raymond Wesley Wealth Management, based in Irvine, CA, is a leading financial planning and investment services firm. We provide comprehensive wealth management solutions tailored to high-net-worth and ultra-high-net-worth individuals. Our services include portfolio management, retirement planning, risk management, estate planning, and life insurance. We understand the importance of financial education and empower clients with the knowledge to make informed decisions. Our personalized approach extends to charitable giving and legacy planning. We build long-term relationships and offer comprehensive financial advice to address every aspect of your financial life.

AK Financial Group is an independent financial planning and wealth management firm located in Irvine, California, dedicated to serving the diverse needs of individuals, families, and corporations. The firm focuses on providing personalized wealth management experiences, offering expertise and resources to simplify complex financial decisions. With a commitment to supporting clients through various life transitions, AK Financial Group develops customized strategies aimed at achieving personal and business financial goals. The firm prides itself on its disciplined approach to wealth planning, ensuring clarity and balance across all aspects of its clients' financial lives. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.