Community Impact

As an active part of our community, we have a responsibility to give back our time, our money and our leadership.  We believe in playing a role in creating a positive community around us.

We live our core values daily and one of our core values is community impact. We deliver on this core value in several different ways.

We offer monthly briefings to provide our community with timely, free advice on relevant financial planning topics.

We volunteer our time as an organization and invite our clients to join us in these efforts several times a year. We have volunteered at the Orange County Mission, Giving Children Hope, Think Together, Boys and Girls Club of Santa Ana and Second Harvest Food Bank.  Last year, we asked our clients to assist us in selecting charities for our annual giving.

We serve in various leadership positions on several non-profit boards to provide leadership and business skills to non-profits in need.

We provide financial support to several non-profits by making annual donations to non-profits in need.