| Maeli Contreras |
2 years ago |
Tags |
|
- Finance
- Planning
- Advisor
- Financial Services
- Personal Finances
|
| Maeli Contreras |
2 years ago |
Problem Solving |
Financial planning. |
Orange County Advisors Network connects individuals seeking financial advice with local certified financial planners. |
| Maeli Contreras |
2 years ago |
Why unique? |
We offer fiduciary financial advice. |
What sets us apart is our dedication to exceeding the qualifications and standards of most financial planners. |
| Maeli Contreras |
2 years ago |
Description |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Planner professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance.
Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs. Our network values building new client relationships, demonstrating our willingness to offer our services and insights to those in search of financial advice. |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Planner professionals committed to delivering exceptional financial guidance. Renowned for surpassing industry standards, the network's philosophy centers on the fiduciary standard, compelling members to prioritize clients' interests.
Being part of the network signifies an honor and responsibility, requiring adherence to rigorous criteria, including the CERTIFIED FINANCIAL PLANNER designation, being registered with the California Department of Business Oversight as Registered Investment Advisors, and possessing extensive experience in personal financial planning.
Our advisors' strong local presence in Orange County enables a deep understanding of economic conditions and client needs. The network values building client relationships and offers personalized, conflict-free advice. Continuous education is a priority, ensuring our advisors stay abreast of financial planning advancements to better serve clients. |
| Diego Ernesto Guevara Valencia |
2 years ago |
Target Customer |
Millennials and retirees |
Millennials and retirees. |
| Diego Ernesto Guevara Valencia |
2 years ago |
Problem Solving |
Financial planning |
Financial planning. |
| Diego Ernesto Guevara Valencia |
2 years ago |
Description |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Plannerâ„¢ professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance. Renowned for exceeding typical standards and qualifications in the financial planning sector, our network is built on a philosophy that embraces the fiduciary standard. This stringent ethical and legal guideline compels every member to place their clients' interests foremost, ensuring personalized, conflict-free advice.
Being part of our network is both an honor and a responsibility, indicating a commitment to rigorous criteria, such as holding the esteemed Certified financial plannerâ„¢ designation, being registered with the California Department of Business Oversight as Registered Investment Advisors, and possessing extensive experience in personal financial planning. Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs. |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Planner professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance.
Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs. Our network values building new client relationships, demonstrating our willingness to offer our services and insights to those in search of financial advice. |
| Diego Ernesto Guevara Valencia |
2 years ago |
Phrase |
Connecting you to trusted certified financial plannersâ„¢ |
Connecting you to trusted certified financial planners |
| Diego Ernesto Guevara Valencia |
2 years ago |
Blog URL |
|
https://orangecountyfinancialplanners.com/blogs/ |
| Camila Gallegos |
2 years ago |
CrunchBase |
|
orange-county-advisors-network |
| Camila Gallegos |
2 years ago |
Phrase |
Connecting You to Trusted Certified Financial Plannersâ„¢ |
Connecting you to trusted certified financial plannersâ„¢ |
| Camila Gallegos |
2 years ago |
State Status |
Established |
Growing |
| Camila Gallegos |
2 years ago |
Address |
|
Irvine, California, United States |
| Camila Gallegos |
2 years ago |
Why unique? |
we offer fiduciary financial advice. |
We offer fiduciary financial advice. |
| Camila Gallegos |
2 years ago |
Target Customer |
millennials and retirees |
Millennials and retirees |
| Camila Gallegos |
2 years ago |
Features |
-investment management
-financial advice
-tax planning
-retirement planning
-estate planning |
-Investment management
-Financial advice
-Tax planning
-Retirement planning
-Estate planning |
| Camila Gallegos |
2 years ago |
Description |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Plannerâ„¢ professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance. Renowned for exceeding typical standards and qualifications in the financial planning sector, our network is built on a philosophy that embraces the fiduciary standard. This stringent ethical and legal guideline compels every member to place their clients' interests foremost, ensuring personalized, conflict-free advice.
Being part of our network is both an honor and a responsibility, indicating a commitment to rigorous criteria, such as holding the esteemed CERTIFIED FINANCIAL PLANNERâ„¢ designation, being registered with the California Department of Business Oversight as Registered Investment Advisors, and possessing extensive experience in personal financial planning. Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs.
Our network values building new client relationships, demonstrating our willingness to offer our services and insights to those in search of financial advice. We are dedicated to continuous education to stay current with financial planning advancements, which allows us to better serve our clients. Our network maintains its excellent reputation through an invitation-only policy that ensures the highest level of professional integrity among our members.
More than just a group of financial advisors, we are a community where trust, excellence, and lifelong learning form the cornerstone of financial prosperity. Our advisors strive to guide clients through their financial journeys with savvy counsel informed by the latest industry knowledge and a comprehensive understanding of individual financial objectives. Currently welcoming new clients, we are ready to broaden our reach and uphold our tradition of reliability and exceptional service in Orange County and further. |
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Plannerâ„¢ professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance. Renowned for exceeding typical standards and qualifications in the financial planning sector, our network is built on a philosophy that embraces the fiduciary standard. This stringent ethical and legal guideline compels every member to place their clients' interests foremost, ensuring personalized, conflict-free advice.
Being part of our network is both an honor and a responsibility, indicating a commitment to rigorous criteria, such as holding the esteemed Certified financial plannerâ„¢ designation, being registered with the California Department of Business Oversight as Registered Investment Advisors, and possessing extensive experience in personal financial planning. Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs. |
| Camila Gallegos |
2 years ago |
Logo |
 |
 |
| Camila Gallegos |
2 years ago |
Contact Phone |
9495353559 |
19495353559 |
| Camila Gallegos |
2 years ago |
Tags |
|
|
| Camila Gallegos |
2 years ago |
Technology built with |
|
Google Analytics, Global Site Tag, Google Conversion Tracking, reCAPTCHA Wordpress Plugins, Gravity Forms |
| Jared Tanimoto, CFP® |
2 years ago |
Screenshot |
 |
 |
| Jared Tanimoto, CFP® |
2 years ago |
Logo |
 |
|
| Jared Tanimoto, CFP® |
2 years ago |
Screenshot |
 |
|
| Jared Tanimoto, CFP® |
2 years ago |
Logo |
 |
|
| Jared Tanimoto, CFP® |
2 years ago |
Logo |
|
|
| Jared Tanimoto, CFP® |
2 years ago |
Business Model Type |
|
Other |
| Jared Tanimoto, CFP® |
2 years ago |
State Status |
Unknown |
Established |
| Jared Tanimoto, CFP® |
2 years ago |
Employees Number |
|
11 - 25 |
| Jared Tanimoto, CFP® |
2 years ago |
City |
|
Irvine |
| Jared Tanimoto, CFP® |
2 years ago |
Postal Code |
|
92620 |
| Jared Tanimoto, CFP® |
2 years ago |
Problem Solving |
|
Financial planning |
| Jared Tanimoto, CFP® |
2 years ago |
Why unique? |
|
we offer fiduciary financial advice. |
| Jared Tanimoto, CFP® |
2 years ago |
Target Customer |
|
millennials and retirees |
| Jared Tanimoto, CFP® |
2 years ago |
Benefits |
|
Build wealth, plan for the future, manage finances. |
| Jared Tanimoto, CFP® |
2 years ago |
Features |
|
-investment management
-financial advice
-tax planning
-retirement planning
-estate planning |
| Jared Tanimoto, CFP® |
2 years ago |
Screenshot |
|
|
| Jared Tanimoto, CFP® |
2 years ago |
Competitors |
|
- Fisher Investments
- Charles Schwab
|
| Jared Tanimoto, CFP® |
2 years ago |
Tags |
|
|
| Jared Tanimoto, CFP® |
2 years ago |
Phrase |
|
Connecting You to Trusted Certified Financial Plannersâ„¢ |
| Jared Tanimoto, CFP® |
2 years ago |
Description |
|
The Orange County Financial Advisors Network is a prestigious alliance of independent Certified Financial Plannerâ„¢ professionals who, while managing their own businesses, share a common goal of providing exceptional financial guidance. Renowned for exceeding typical standards and qualifications in the financial planning sector, our network is built on a philosophy that embraces the fiduciary standard. This stringent ethical and legal guideline compels every member to place their clients' interests foremost, ensuring personalized, conflict-free advice.
Being part of our network is both an honor and a responsibility, indicating a commitment to rigorous criteria, such as holding the esteemed CERTIFIED FINANCIAL PLANNERâ„¢ designation, being registered with the California Department of Business Oversight as Registered Investment Advisors, and possessing extensive experience in personal financial planning. Our advisors' strong presence in Orange County and surrounding areas enhances our understanding of local economic conditions and client needs.
Our network values building new client relationships, demonstrating our willingness to offer our services and insights to those in search of financial advice. We are dedicated to continuous education to stay current with financial planning advancements, which allows us to better serve our clients. Our network maintains its excellent reputation through an invitation-only policy that ensures the highest level of professional integrity among our members.
More than just a group of financial advisors, we are a community where trust, excellence, and lifelong learning form the cornerstone of financial prosperity. Our advisors strive to guide clients through their financial journeys with savvy counsel informed by the latest industry knowledge and a comprehensive understanding of individual financial objectives. Currently welcoming new clients, we are ready to broaden our reach and uphold our tradition of reliability and exceptional service in Orange County and further. |
| Jared Tanimoto, CFP® |
2 years ago |
Legal Name |
|
Orange County Advisors Network |
| Jared Tanimoto, CFP® |
2 years ago |
Name |
|
Orange County Advisors Network |
| Jared Tanimoto, CFP® |
2 years ago |
State Status |
|
Unknown |
| Jared Tanimoto, CFP® |
2 years ago |
Industry |
|
Banking, Financial Services and Insurance |
| Jared Tanimoto, CFP® |
2 years ago |
Business Type |
|
B2C (Business to Customer) |
| Jared Tanimoto, CFP® |
2 years ago |
Type |
|
Startup |
| Jared Tanimoto, CFP® |
2 years ago |
State |
|
California |
| Jared Tanimoto, CFP® |
2 years ago |
Contact Phone |
|
9495353559 |
| Jared Tanimoto, CFP® |
2 years ago |
Contact E-mail |
|
[email protected] |
| Jared Tanimoto, CFP® |
2 years ago |
Country |
|
United States |
| Jared Tanimoto, CFP® |
2 years ago |
URL |
|
orangecountyfinancialplanners.com |
| Jared Tanimoto, CFP® |
2 years ago |
Date Founded |
|
2023-01-01 |
