OC Wealth Coach
We want all of our clients to feel as though they are part of our family, someone that they can call to ask about anything.
We strive to provide sound advice and efficient personal systems that seek to unlock financial security and independence. Here are some of the tools that we encourage you to check out as part of our transition from Huston & Associates: • Access to a personal financial website via WealthVision. • A blog with useful information as well as hints and tips for everyday use. • Interaction through Facebo
Our perspective is so important in our decisions and outlook. Do you have the healthiest perspective you can?
My perspective has certain changed (for the better).
Here's a quick read about what made me question mine.
https://conta.cc/3B095SG
OCWC - Perspective - July 2022 A change of perspective Perspective - July 2022 Hello OCWCer! I have constantly been reminded of the word “perspective” this year. It calms me when I get irritated, and points me in the right directio
Don't be that guy in the t-shirt.
Our July Newsletter is out about the topic of "simplifying!" With the new topics that have come up this year, we feel it's important to continue to focus on the "why" so there is purpose in our every day decisions!
https://conta.cc/3BxymBF
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Address
17742 Irvine Boulevard, Ste 200
Tustin, CA
92780
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
17332 Irvine Boulevard Ste. 130
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Steven Murphy, CFP® Director of Financial Planning Sterling Wealth Partners Specializing in helping CalSTRS & CalPERS members maximize their retirements
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