Portnoff Financial

LPL Financial in Aliso Viejo is the top choice for independent financial advisors seeking investment and business solutions nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success in the financial industry. Generated from their website's infomation

Our wealth ideology is heavily rooted in our investment principles, which form the basis of each of our clients’ portfolios. We develop low-cost and globally diverse portfolios while focusing on asset allocation and active balancing of risks and returns. We understand that successful investing is not an overnight feat – it takes time, determination and consistency to achieve long-term results. Our investment strategies are built with this in mind, designed to evolve with regular re-balancing. Simply put, our plans go the distance in achieving the success that stands the test of time

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.