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Home » Best Retirement Planners CFP® in Irvine, CA

Best Retirement Planners CFP® in Irvine, CA

October 18, 2022
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Table of Contents

  • Mr. Kanin Sathienvantanee
  • Michael J Kish
    • Planning Services Offered
    • Your Minimum Investable Assets
    • Languages
  • Mr. Mike F. Haddad
    • Planning Services Offered
    • Your Minimum Investable Assets
    • Languages
  • Mr. Taylor Salisbury
    • Planning Services Offered
    • Your Minimum Investable Assets
    • Languages

Mr. Kanin Sathienvantanee

Charles Schwab

https://client.schwab.com/public/consultant?fc=kanin.sathienvantanee
(949) 955-4091

I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Planning Services Offered
Retirement Planning
Debt Management
Estate Planning
Comprehensive Financial Planning

Your Minimum Investable Assets
$1,000,000

Languages
English


Michael J Kish

Lincoln Financial Advisors
https://www.oakwoodwealthpartners.com/
(949) 623-1758

Michael Lockwood is an Investment Advisor Representative with Lincoln Financial Advisors. With over 30 years of experience in the financial planning industry, Mike has built a loyal clientele of successful professionals, executives and retirees. His client-base has been built largely through referrals from clients and financial professionals. Mike and his team offer quality investment and insurance products and services from their local office in Irvine, California. In addition to financial planning, Mike has conducted several investment and financial planning seminars for his employer groups.

 

Planning Services Offered

  • Employee and Employer Plan Benefits
  • Comprehensive Financial Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning

Your Minimum Investable Assets

  • No Minimum

Languages

  • English

Mr. Mike F. Haddad

Ronald Blue Trust

http://www.ronblue.com
(949) 404-5070

Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting.

Planning Services Offered

  • Estate Planning
  • Education Planning
  • Business Succession Planning
  • Insurance Planning
  • Tax Planning
  • Employee and Employer Plan Benefits
  • Investment Planning
  • Comprehensive Financial Planning
  • Retirement Planning

Your Minimum Investable Assets

  • $500,000

Languages

  • English

Mr. Taylor Salisbury

Stratos Wealth Partners LTD

http://www.StratosCa.com
(949) 345-1843

Taylor Salisbury is a Partner, Private Wealth Manager and CERTIFIED FINANCIAL PLANNER® professional with Stratos Wealth Partners. Taylor joined Stratos after graduating cum laude from California State University at Fullerton with a degree in finance and an emphasis in personal financial planning. Taylor graduated as a member of Beta Gamma Sigma International Honor Society, an organization only open to those who graduate in the top 10% of their business school.

Planning Services Offered

  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Insurance Planning
  • Comprehensive Financial Planning
  • Education Planning

Your Minimum Investable Assets

  • $100,000

Languages

  • English
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