Orange County's Wealth Management Team

LPL Financial Advisors are here to help you with all of your financial planning needs. New clients may request a complimentary consultation online or by calling us. We recommend our existing clients return annually to check in and adjust where needed. Additionally, our support team is a quick phone call away to assist with quick inquiries or set up your next appointment.

Schedule an Appointment with an LPL Financial Advisor

Robert Flores
Robert Flores
LPL Financial Advisor serving Long Beach and Orange County
Meet Robert F.
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Robert Kirkland
LPL Financial Advisor serving Anaheim, Fullerton, and Yorba Linda.
Meet Robert K.
Fadi Mansour Photo
Fadi Mansour
LPL Financial Advisor serving Irvine, Mission Viejo, and Santa Ana
Meet Fadi
Photo of Shaun Soukenik
Shaun Soukenik
LPL Financial Advisor serving Huntington Beach, Lake Forest, and Santa Ana.
Meet Shaun

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Wealth Management. Securities and insurance offered through LPL or its affiliates are

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

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