Top early retirement planning financial advisors in Tustin, CA

Tu Tran is a CFP®-designated financial advisor with 27 years of industry experience. He is the founder and principal of Crosspoint Financial, LLC, where he has worked since 2017, and he previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Tran is also affiliated with Alexander Capital, LP and Purshe Kaplan Sterling Investments. Crosspoint Financial, LLC provides asset management, financial planning, and retirement plan consulting to individual investors, including high-net-worth clients, and employer-sponsored plans. The firm manages $138.4 million in discretionary assets and serves 264 client relationships, using a broad investment toolkit and a fiduciary advisory approach.

Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.

Mary Foft is a financial advisor with Cambridge Investment Research Advisors in Tustin, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has operated as an independent professional since 1995. Outside of her advisory role, she serves on multiple nonprofit and philanthropic boards and works as a freelance writer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of portfolio management strategies and custody platforms tailored to client objectives.

Christopher Keys is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he owns an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions Inc., a marine mammal rescue organization. Equitable Advisors provides financial planning and investment management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

Shao Lin is a financial advisor at The Financial Advisors with 26 years of industry experience. He has been with the firm since 1991. Shao Lin holds a Series 63 designation and is the 100% shareholder of TFA. The Financial Advisors provides discretionary investment management to individuals, retirement accounts, trusts, pension plans, and small businesses, typically serving high-net-worth and individual clients. The firm emphasizes growth investing using both fundamental and technical analysis, managing portfolios on a discretionary basis tailored to client needs.

Aubrey Williams is a financial advisor at Open Path Financial with a Series 65 designation and two years of industry experience. He has a background in defense technology, having worked as an Associate Director of Program Management at Raytheon Technologies from 2021 to 2025 and previously at Lockheed Martin Corporation for 17 years. In addition to his advisory role, he is involved in an affiliated education business focused on public financial education and workshop content. Open Path Financial provides fee-only financial planning and advisory services primarily on an hourly or fixed-project basis, serving individuals, families, businesses, and trusts. The firm emphasizes long-term, diversified investment strategies using low-cost index funds and ETFs and operates without managing assets or charging percentage-based fees.

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

After nearly a decade in corporate finance at Phillips 66, I now help high-income professionals and their families with investment, tax, and retirement planning. Before launching Refined Wealth, I completed the CFP® education program at Rice University and gained hands-on experience at two Houston firms, where I was part of teams that collectively served over 250 families and oversaw more than $650M in client assets. I also earned advanced certifications in tax planning (TPCP®) and retirement income planning (RICP®) to deliver more targeted advice. Now I’m building the firm I’d want for myself, my family, friends, and former colleagues. Most of my clients are: ◻︎ High-income professionals (O&G, medicine, sales, dual-income households) ◻︎ Retirees with complex assets and income sources ◻︎ Families navigating liquidity events (real estate sales, inheritances, business exits) Refined Wealth is an independent, fee-only fiduciary firm built on transparency and alignment. No product sales. No commissions. If this resonates, let’s connect for a complimentary introductory call to see if we’re a fit.

Kevin Matthews is a financial advisor with Wealth More Enterprise, Inc., holding Series 65 and Series 66 credentials and four years of industry experience. Before joining Wealth More Enterprise, he worked at WillowTree and held positions at Novozymes, Citigroup, and Capital One LLC. Outside of his advisory role, he is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual clients through a mobile-first platform. The firm uses proprietary software-based risk scoring and algorithmic account management combined with model portfolios that are implemented discretionarily and reviewed by an internal investment committee.