Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Leave the planning to us.
Whether you're looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion, SoCal Wealth Management is here to help.
Why savvy consumers choose the SoCal Wealth Management team to make it happen.
Professional Guidance
Prudent Management
Full-Service
Straight-Forward Pricing
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Investing is in the palm of your hands with our new online investment platform that combines advanced technology with the personal touch of a financial advisor. With as little as $5,000, you can start investing in your future today.
Whatever your financial goals, we're here to help you work towards them with a wide range of wealth management solutions including:
- Investment Strategies
- Retirement Planning
- Income Management
- Asset Management
- Family Strategies
No matter where you live, our financial consulting team is happy to accommodate you! Prefer an in-person meeting or an over-the-phone consultation? Let us know what works best for you.
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Latest Blog Posts
A rundown of what's happening in the markets, what actions we are taking, and what you can do about it as well.
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Meet Our Team
LPL Financial Advisor
I grew up in Whittier, CA and have been a Member of CU SoCal since 1989. In 2008, I joined the SoCal Wealth Management...
LPL Financial Advisor + Program Manager
Deciding to work for SoCal Wealth Management has been the best professional decision as a LPL Financial Advisor. SoCal...
LPL Financial Advisor
As a financial consultant with SoCal Wealth Management, I enjoy providing a personal approach to clients’ needs with...
LPL Financial Advisor
I have been a LPL Financial Advisor with SoCal Wealth Management since 2019 and have over 20 years of experience in the...
LPL Financial Advisor
I joined SoCal Wealth Management because their core mission, vision, and values align with mine. Embracing the core...
Wealth Management Assistant
Working for SoCal Wealth Management has been a great opportunity for me to Build Better Lives. The SoCal Wealth...
Dana has been educating and advising clients on their investment and retirement needs since 1998. His approach...
