Irvine, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,550,656,956
ClientsTotal clients
5,625
AdvisorsAdvisors at this office
2
Of 33 advisors across 9 offices
Location
18500 Von Karman Ave, Suite 520
Irvine CA 92612
Advisors at this office
2
Advisors at this office
Clifford K
CFP®, Series 65
Irvine, CA
Retirement Planners of America
Clifford Kwan is a CFP® and holds a Series 65 license with 18 years of industry experience. He is affiliated with Retirement Planners of America and has worked at MMWKM Advisors, LLC for the past 12 years. Additionally, he operates as an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm uses an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage multi-billion-dollar assets.
Patric P
Series 66
Irvine, CA
Retirement Planners of America
Patric Piantedosi is a financial advisor at Retirement Planners of America with 16 years of industry experience. He holds a Series 66 designation and has worked at MMWKM Advisors, LLC for the past 10 years. In addition to his advisory role, Patric is an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm manages multi-billion-dollar client assets through a wrap-fee program and employs an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments to preserve capital.
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