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.
Planning, advising, servicing...We are here for you. Get to know your Cobalt team.
Convenient online investment management with personalized service and advice.
Interested in how the market is performing? Here's a synopsis and our point of view.