10055 Slater Avenue
Many of our clients desire a work optional lifestyle. We work with you to keep your focus on what really matters. You will find us in Fountain Valley, CA right next to Huntington Beach. Many of our clients are located in Orange County, CA. We look forward to meeting with you to determine if we are a good fit as your Financial Planner and Advisor.
Allow us to pinpoint your Risk Number and create a portfolio that matches your risk tolerance and comfort zone.
Click to obtain your free portfolio risk analysis. It only takes 5 minutes.
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. We’ll be happy to add you to our guest list. Click here to learn more about our upcoming events.
Check out our new video series!
Your Cobalt Team will be updating these videos periodically and we look forward to sharing more of what's on our minds.
Planning, advising, servicing...We are here for you. Get to know your Cobalt team.
Interested in how the market is performing? Here's a synopsis and our point of view.
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