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Anne T

Series 66

Santa Ana, CA

Capstone Wealth Management, Inc.

Anne Tahim is a financial advisor at Capstone Wealth Management, Inc. in Santa Ana, CA, holding a Series 66 designation with 18 years of industry experience. She has worked at Capstone Wealth Management since 2014 and concurrently leads two other businesses: Tahim and Associates, APC, providing accounting and tax preparation services, and Resource Management Consultants, Inc., offering life, health, annuity, and insurance services. Capstone Wealth Management provides portfolio management and financial planning primarily to individual investors and certain pension and profit-sharing plans, focusing on mutual funds, ETFs, and model portfolios tailored to clients' objectives and risk tolerance. The firm is affiliated with an accounting practice and an insurance agency, allowing coordinated advisory services across investment, accounting, and insurance needs.

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