Serenity Wealth Management

Serenity Wealth Management, located in Costa Mesa, CA, is your trusted partner for comprehensive financial advising and investment services. Our team of experienced financial planners specializes in tailoring solutions to meet your unique financial goals. We offer a wide range of services, including investment planning, retirement planning, and 401k planning to secure your financial future. Our expertise extends to handling complex financial instruments like RSUs and ISOs, ensuring you make informed decisions about your equity compensation. We provide professional tax guidance to optimize your financial strategy and minimize tax liabilities.