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

Everyone has a Risk Number.

Let’s find yours

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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.

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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

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an average of 34.4 hours a week, according to data sourced from the Organisation for Economic Co-operation and Development (OECD), which is longer than the work...
For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion for some, and a necessity for others. Whatever the level of affinity toward automobiles, there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet. Depending on your finances, lifestyle...
With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to handle and pay off their credit card debt. This is where a personal loan might come into play. Using a personal loan to pay off your credit card debt can help you manage your overall debt once and for all… if you know how to navigate the pitfalls. Find out what you need to know...

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

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...