What makes an independent financial advisor different?

Independent financial advisors are not tied to any specific financial products or companies, allowing them to provide unbiased advice tailored to your needs.

Why choose a financial advisor who is also a CPA?

Combining financial planning with CPA expertise ensures your investment strategy is aligned with tax optimization, helping you retain more of your earnings.

How can I schedule a consultation?

You can call us directly at 949-859-4474 or use our contact form on the website to schedule a personalized consultation.

Independent Financial Advisor | Laguna Hills CA

We build wealth using our customized perspective and broad capabilities.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

As an independent financial firm in Orange County, CA. We have more than 30 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Family

We look forward to helping you and your loved ones explore their financial goals.

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Investment

Create an investment strategy that's right for you.

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Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Manage your affairs during your lifetime and beyond.

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We're Here For You!

Since 1984 CPA Financial Group, Inc has helped numerous young professionals nationwide. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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Building Your Legacy

A four-step framework for building a personal legacy.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Women & Retirement

Retirement strategy is an important part of holistic financial wellness, yet it can present a unique set of challenges and considerations for women. While the fundamentals of saving, investing, and retirement strategy are universal, women may face distinct factors that can impact their retirement roadmap.

Chris Jenkins

CPA, MTax, CRPS

chris.jenkins@lpl.com

Faye Adl

Operations Manager

faye.adl@lpl.com

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