Irvine, CA Park Plaza Office

Team
Updated today

Client AUM

$8,252,333,372

Clients

2,394

Advisors

5

Of 69 advisors across 15 offices

Location

4 Park Plaza Suite #330, 330

Irvine CA 92614

Advisors at this office

5

Advisors at this office

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Sogol J

Series 65

Irvine, CA

Empirical Wealth management

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Luke C

CFP®, Series 65

Irvine, CA

Empirical Wealth management

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Isaiah P

Series 66

Irvine, CA

Empirical Wealth management

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Dominic W

CFP®, Series 63

Irvine, CA

Empirical Wealth management

Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Joseph P

CFA®

Irvine, CA

Empirical Wealth management

Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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