Juliana Yoon CRPC

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

Aegis Financial Partners located in Irvine CA is a trusted financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced professionals they offer personalized services in investment management retirement planning and wealth preservation. Their commitment to integrity and client success makes them a reliable partner for navigating the complexities of personal finance. Generated from this place's 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.