Connect with Top-Rated Financial Planners in Brea!

With a focus on financial education and a transparent advisory process, Pure Financial's financial advisors strive to help everyone reach their financial goals. The company offers fee-only financial planning services, including retirement planning, investment planning, and tax planning, to help individuals create a holistic financial plan that sets them up for success. Whether you're nearing retirement, in retirement, or just need advisory services, Pure Financial's experienced financial professionals can help you get the right information so you can make the best decisions for your financial future.

Welcome to Ascendant Capital Management, a full-service, independent Registered Investment Advisory firm (RIA). We have no parent company affiliation, nor do we have any pressure to sell proprietary products or services not aligned with your interests. Many financial advisors carry the 'broker-dealer' designation, which brandishes a disclaimer from the SEC that their recommendations need only comply with the standard of suitability - one not always consistent with your best interest. As an RIA, Ascendant adheres to the much higher fiduciary standard, which imposes a duty of care and loyalty and means that recommendations must be in the best interest of the client and come before the interests of the advisor.

SagePoint Financial Services, located in Brea, CA, offers a comprehensive range of financial planning services. Their team, led by Hal McNaughton, CFP, provides expert advice on retirement planning, estate planning, investment strategies, and more. With a focus on personalized service and long-term relationships, they help individuals and families navigate the complex world of finance and achieve their financial goals.