Jordan Leonard TIAA Wealth Management Advisor

Our wealth management advisors in TIAA’s Irvine, CA office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Irvine, CA office is a smaller satellite office, so please call today to schedule an appointment (877) 209-3140.

Sunstone Management Inc., located in Irvine, CA, specializes in investing both capital and technical assistance in diverse and talented individuals who are passionate about addressing complex challenges. Focused on the earliest stages of development, the firm aims to capture value and enhance long-term success through investments in scalable, modern technologies and sustainable business practices. The company is dedicated to fostering economic opportunities within the startup community via initiatives like the Sunstone Community Fund, which nurtures partnerships that benefit founders and their local environments. Sunstone Management not only supports technology entrepreneurs but also actively contributes to broader community development through challenges and competitions designed to spur innovation. Generated from the website

Contact us at (877) 476-6216 in Newport Beach, FL, for wealth management assistance.