Financial Planning

We offer comprehensive financial planning, wealth management, retirement planning, and other financial planning services. Dr. Wendee has been a Certified Financial Planner (TM) Professional since 1986. Please see his registration with the Certified Financial Planner Board. Please also see our Form ADV.

If you would like more information about our services or would like to discuss your financial planning needs, please contact us at:

Phone: 949-218-7942


Thank you.