Brea, CA Office

Matthew Apodaca is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Money Concepts FPC since 2009. Outside of his advisory role, he works as a staff accountant and tax preparer with NorthPoint Tax, Wealth & Business Advisory, LLP, and serves as an officer at Strategic Dash, CPA, focusing on tax preparation. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, integrating fundamental and technical analysis with modern portfolio theory.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.

Timothy Higgins is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Blue Palm Consulting and NorthPoint Tax, Wealth & Business Advisory, LLP, where he provides tax preparation and consultation. Outside of advisory work, he is involved in consulting through Blue Palm Consulting and participates in an investment club as an owner. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion across about 14,700 clients. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of managed programs that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.