Allied Professionals FPAOC Directoryy

These companies understand the needs of our CFP members in Orange County. Utilize these experts for your business needs.

Fred Giron, CPCU AIC, 714-658-0087
How do you help CFP's? Helping review home/auto/umbrella policies for FPA clients.

Ambassador Wealth Management, LLC
Michael Nelson, 714-676-2061

Beacon Pointe Advisors
Brandt Kuhn, 760-932-0962

How do you help CFP's? Collaboration 

Brett Layton, CPA
Brett Layton, 310-740-5378
How do you help CFP's? I am a Tax Technical CPA - Primary interest is retirement income tax planning

C2 Financial
Troy Martin, 949-305-5151
How do you help CFP's? I help financial advisors, and their clients manage their mortgage in the context of their financial plan. We have products to serve first time, buyers, self-employed, clients, and retirees. I am also an CE provider and enjoy teaching continuing education classes on the strategic use of reverse mortgages as well.

Capstone Financial
Joseph Christian, 818-914-2651
How do you help CFP's? I am a financial planner.

Charles Schwab
Fatama Khan, 949-432-3584
How do you help CFP's? Complex planning for clients.

CMG Home Loans
Brett Smith, 714-801-1401
How do you help CFP's? By partnering with wholistic planners to help manage wealth through available mortgage products.

Diversified Investment Services
Larry M. McCarty, 714-974-4500 x215
How do you help CFP's? I am a CFP.

Essential Plans of Insurance
Jim Better, 562-424-1155
How do you help CFP's? Resource

Financial Advisors
Jim Eckel, 888-689-9650
How do you help CFP's? I assist CFP's in marketing their services through our B2C directory. 

Financial Professionals Group, A Simplicity Company
Lauren Wright, 949.455.0119 x229
How do you help CFP's? We provide life insurance, annuities, long term care and disability insurance marketing support.

Reverse Mortgage Educators Inc
Kimberly McFee, 714.227.6601
How do you help CFP's? Offer the 3D Reverse Mortgage. Most clients use the mortgage for Death of a spouse, Grey Divorce and to pay for Dementia care.

The CS Mortgage Group
Tracy Cavanaugh, 949.205.4567
How do you help CFP's? We take a financial planning approach to structuring our clients' mortgage, and with a laser focus on creating and preserving their wealth, we partner with CFP's to ensure the strategies we employ maximize the asset side of the balance sheet.