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Cinergy Financial, based in Tustin, CA, is a financial management firm dedicated to empowering investors with the knowledge and information needed to navigate the complexities of the finance world. Their mission is to help investors change their investment mindset, potentially improving their investment outcomes and providing a sustainable retirement. With a focus on financial literacy and targeted retirement advice, Cinergy Financial offers a range of services including investment management, retirement planning, risk management strategies, and estate conservation. Led by Cindy Couyoumjian, CFP, and supported by an experienced team of professionals, Cinergy Financial aims to promote education and build confidence among investors. They provide valuable insights into managing sequence of return risk, dynamic diversification, and portfolio recovery, particularly in the context of the COVID-19 pandemic. Through their REALM Model and personalized approach, Cinergy Financial helps individuals identify and achieve their financial goals and objectives, ensuring a secure and sustainable financial future.Generated from the website

Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation. Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States. Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.* We work exclusively with your best interests in mind.

Crown Capital Securities is a financial services firm based in Orange, CA, specializing in investment advisory and brokerage services for individual and institutional clients. With a focus on personalized financial planning and portfolio management, the company aims to help clients achieve their long-term financial goals. Utilizing a range of investment products and strategies, Crown Capital Securities provides comprehensive financial guidance and support to assist clients in navigating the complexities of the financial markets. The firm's experienced team of professionals is dedicated to delivering tailored solutions to meet the unique needs and objectives of each client. Generated from their business information