Top financial advisors working with intergenerational families in Orange, CA

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.

Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Orville Mohler Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, and MetLife Securities Inc. before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

David Willett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with firms including LPL Financial and Trilogy Capital, and he serves on the committee for St. John's Lutheran School Endowment Fund. Willett also owns and operates his own financial services businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and consulting services through a nationwide network of independent advisors. The firm provides access to multiple program structures and third-party managers with over $256 billion in assets under management.

Jason Walters is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research processes.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Raymond Trost is a CFP®-designated financial advisor at Edward Jones with 25 years of industry experience. He previously worked at Susquehanna Capital Group for 18 years and spent time at T3 Trading Group, LLC. Outside of his advisory work, he is a co-owner of TMT Property Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, supported by a large network of advisors and branches across the country.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.