Financial Advisors in Laguna Hills, California (Orange County)

Greg Jankowski, BS, CFP, MBA
Our firm's business philosophy is simple - deliver institutional-caliber wealth management services to individuals, families, and non-profit organizations, while providing a personalized client experience within a conflict-free environment. Central to this philosophy is a total separation between advice, products and custody, Delphi does not use any proprietary products, receives no commission-based income (nor do we revenue-share with any of the third-party managers that we utilize in client portfolios), and utilizes independent institutional custodians to hold our clients' assets. Our firm does not utilize "model portfolios", and instead customizes each portfolio based upon a client's long-term goals, risk tolerance and spending expectations.
Our investment philosophy focuses primarily on asset allocation, as we believe that the combination of asset classes used in a client's portfolio will have a significantly greater impact on the portfolio's long-term returns than the selection of particular securities. Portfolios are intelligently constructed and utilize a variety of minimally-correlated asset classes specifically designed to work together as a whole. Our belief is that this philosophy can mitigate risk without materially impacting the long-term expected returns. These attributes are all done under an umbrella which aims at minimizing tax impact, and focuses on matching a client's net-of-tax returns with their goals. ... See More

I've been in the Financial Services industry since 2001 helping clients with their life insurance and retirement planning needs. I have spent the last 4 years helping clients with life insurance planning and life settlements. I just recently obtained my CERTIFIED FINANCIAL PLANNER(tm) designation.... See More

David Duttenhofer, CFP
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Christine Skoczek

Gregory Richardson, CFP, MS
Dowling & Yahnke, LLC

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in-depth knowledge of various deferred compensation plans and the Los Angeles City DROP program.
We do not charge a percentage of assets under management, we charge flat annual retainer fees for all of our services.... See More

Steven Farrington, AIF, CFP, CPA
ESI is a fee-only financial planning firm offering services to individuals and small businesses. We are committed to help you achieve your financial and life goals by offering comprehensive and objective advice. We focus on your goals and work with all areas of your financial life - tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your your circumstances change. We believe financial planning is a process, not an event.... See More

Charles Hayes, BS, CPA/PFS
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Our "Personal Financial Guardian" service provides a comprehensive program of total wealth management including taxes, tax planning, investment management and financial planning.... See More