Strivent Financial
Strivent Financial is honored to provide fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you.
Work with us in-person or virtually. Plan today to secure your tomorrow.
Why We Do It
If you have experienced it, you know what I’m talking about. It’s that euphoric moment when everything clicks into place. It may be when everyone involved on a specific project is working together, doing their part to achieve something greater than themselves. It may be when your family is together and you are experiencing a moment that you’ll remember for the rest of your life. It most certainly was when you first fell in love. It may be when you are taking a long walk and listening to your favorite song. It may be when you thought of that groundbreaking idea that will change the course of your life. It’s an amazing experience that nourishes your soul. Striving for those special moments is the essence of Strivent Financial. We want more moments like that for you, for our community, and for our world.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.