Mayea Wealth Management

VantaQuest, located in Cypress, CA, is your trusted partner for comprehensive financial planning and investment services. As experienced financial advisors, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Educational, Traditional, Roth, SEP, and SIMPLE IRAs. VantaQuest also provides expert guidance on 401(k) and 403(b) planning, ensuring a secure financial future for our clients. Our services extend to college planning, estate planning, and tax planning, helping you make informed decisions for long-term financial success.

While still working full time in sportfishing Davis earned a Bachelor of Arts, a Master of Business Administration, and the President’s List designation from CSU, Long Beach. After earning his MBA, in 2007 Davis began his career as a Financial Advisor and spent 15 years excelling at two of the largest wealth management firms in the country. In 2022 Davis left corporate wealth management to form Aldana Financial. Now Davis’ passion is using his natural abilities, the skills he developed, and his personal client service process to build relationships that last multiple generations. Aldana Financial works closely with affluent families and business owners to help grow, preserve, and transfer their wealth to the next generation.