Financial Advisors can be a very important component in the process of building financial security. Most advisors assist in managing their client’s financial assets attempting to maximize the investment return for a client’s given level of risk, goals and time horizon. Importantly they also may prevent their client’s from letting their emotions cause them to make poor investment choices and to spend their assets unwisely (i.e. they may become an independent unbiased partner in your major spending decisions).
Robert Burns, CFP®
Stifel Nicolaus & Company
30448 Rancho Viejo Rd, Suite 110
San Juan Capistrano, CA 92675
Phone: (949) 234-2340
Toll-free: (866) 886-7593
Robert believes in doing business face to face, he wants to understand your unique financial objectives so that he can assist in the development of a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children’s college education, reduce your tax bills, or increase your income to meet monthly expenses, Robert can help you assess your current financial situation and tailor a plan to help you reach your financial goals. You can expect personalized, professional service and advice from Robert.
BNY Mellon serves wealthy individuals and their families, providing exceptional resources, deep experience and highly skilled people to provide wealth management solutions that meet your unique needs. Andrew loves to help his clients steward their assets so they can live out their dreams and leverage their resources to make the greatest impact in their community and with their families. He help his clients preserve their assets over time, grow them safely, and minimize tax erosion.
Bruce A Mandel, JD
Oakwood Capital Management
12121 Wilshire Boulevard, Suite 1250
Los Angeles, CA 90025
Phone: (310) 772-2600 or (800) 586-0600
Oakwood thoughtfully constructs and manages portfolios that are tailored to each client’s unique objectives. Utilizing an in-depth discovery process, they are able to fully understand your investment goals, time frame, risk and return preferences, and develop an investment plan that accurately reflects them. Bruce views his job as focusing on the day-to-day management of your investments so that you can enjoy the pleasures of daily living. From the beginning of each relationship to the on-going fulfillment of any requests, he and his firm listen carefully and are attentive to your needs and concerns.