IWM Financial, Inc.
151 Yorba Street, Suiet 200B, Tustin, CA 92780
- High Income Gen X & Gen Y
- Business Owners
- Retirement Plan Consultant
Grace Community Church of Riverside
I am a CFP® Certificate Holder, completing my education at UCLA. I earned a double major in Business Administration and Economics at Cal State Fullerton.
I’m a California native, living in Riverside, operating my business out of North Orange County, and am an active member of my church
We strive to effectively serve business owners and high -income millennials who generally have an entrepreneur’s mindset and who are seeking professional advice.
We have done extensive work in the 401k and retirement plan space consulting with plan fiduciary liability, fees and plan governance.
Though we are currently serving clients in all stages of life, we most effectively serve high income millennials who generally have an entrepreneur’s mindset and who are seeking professional advice in real estate, debt management, and tax burdens and would benefit from an intentional decision-making process.
We primarily server two areas: Orange Count & Riverside County and can work remotely for everyone else.
Our clients tend to be:
High Income Earners
Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. IWM Financial, Inc. and Client One Securities, LLC are not affiliated.