Irvine, CA Park Plaza Office

Team
Updated today

Client AUM

$4,736,613,823

Clients

37,763

Advisors

2

Of 446 advisors across 213 offices

Location

1 Park Plaza, Suite 600

Irvine CA 92614

Advisors at this office

2

Advisors at this office

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Jeffrey R

Series 63, Series 65

Irvine, CA

GWN Securities Inc.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Mariday T

Series 63, Series 65

Irvine, CA

GWN Securities Inc.

Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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