My husband is excellent and does a complimentary plan for you. Ryan Kennedy
Wendy H. replied:
Kendle Smith for sure. He's an honest guy.
Victoria F. replied:
Cory Murdock, CFP located in Anaheim Hills. Great guy, honest and professional. 714-769-9100.
Vivian L. replied:
Tim Lori Poole Carter?
Nicole C. replied:
Justin at OC financial management. (714) 388-6132
Amy T. replied:
Monica Escobar Rangel, she's amazing! Honest and seriously cares about her clients!
Monica R. replied:
Thanks Jaimee Dedic Hi, would love to be of service , my number is 714 478-2592 or PM me on FB
Richard M. replied:
If your wanting to invest, I recommend Steve Jaksch at Charles Schwab714 385-6005. It is fairly well known that Schwab and Vanguard have the lowest fees. One of the worst financial errors that I have made was using an independent CFP. Message me if you like.
Yvonne G. replied:
Ara Malazian. He'll come to you and has wrote his own books on the matter. (714)747-0102
Brett B. replied:
Jeff & Trent at OC Wealth Coach.
Suzanne A. replied:
Brian Forth with Northwestern Mutual949-863-5847. He did a great job with our college savings plan!
Paul Y. replied:
Art Cordts, www.SynergyWealthManagement.com in AH. He started in this business because of a personal tragedy then getting ripped off by someone he trusted. 714-769-9148
Jaimee D. replied:
Monica Escobar Rangel
Kelly H. replied:
Hoffski and Pisano, CPA's can help you. You can go on their website and it gives you all their services. Or call 714-434-3500
Robert R. replied:
Laurel Mann with Waddell and Reed. She is amazing. (949) 375-3012
Looking to meet with a financial advisor preferably in Orange County. Does anyone know of a good one?
Jill M. replied:
Josh: Tina Hum Here's her phone no. and address: 895 Dove Street # 300 Newport Beach, CA 92660 Phone: (949) 477-1219 Here's her Linkedin: http://www.linkedin.com/pub/tina-m-hum-cfp®/12/921/2 b
Josh G. replied:
Chris and Eric. Thanks for chiming in. I actually have heard of Dave Ramsey and my church did his Financial Peace University last year. I have the DVDs sitting in my room, definitely need to look into them again. I can fill you in to some of the interesting findings as I go through them Eric.
Josh M. replied:
Josh Jake Greenberg is an awesome brother. I recommend him!
OK OC friends I am networking here. I am reaching out to any of you who can recommend a financial advisor or credit consultant who can help me manage and overcome the...