A complete list of active advisors currently associated with Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
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The firm provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients, and serves as a liaison to third-party money managers who oversee client investment accounts. It states the advisory business does not sell commission products, although the firm’s president maintains an affiliated insurance practice outside the advisory firm and may offer insurance products in that capacity. The firm does not provide in-house portfolio management or accept discretionary trading authority; instead it refers clients to external money managers and guided-portfolio platforms, helps complete onboarding paperwork, and reviews third-party reports on an ongoing basis. Investment advice and client objectives are documented in Investment Policy Statements and the firm uses a mix of fundamental, technical, and cyclical analysis when advising clients, with periodic account reviews communicated at least quarterly. Distinctive aspects include the principal’s affiliated insurance business—where more than half of the principal’s professional time is spent—and a business model that relies on referral and fee-sharing arrangements with third-party managers rather than charging the firm’s own percentage-of-assets advisory fee. The brochure discloses these relationships and potential conflicts of interest and describes mitigation through disclosures, client consent for third-party engagements, and the firm’s fiduciary obligation.
To learn more about the advisors currently working at Financial Strategies for Today and Tomorrow--Wealth Mgmt Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Ana, CA
| 18
|
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