Our Preferred Financial Planners

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  • Raymond J. Lucia Companies, Inc.
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    Ray Lucia

    Certified Financial Planner

    Orange County, CA

     

    Raymond J. Lucia, CFP®, a recognized expert in financial and business management, is the president and founder of the Raymond J. Lucia Companies, Inc.

     
     
  • Shaw Financial Services
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    Tim Voorhees

    J.D. , MBA

    San Diego, CA

     

    Our planning teams typically include lawyers who uphold ethical guidelines of the bar associations, CPAs who uphold standards of the AICPA, and other professionals who promise to maintain the highest standards of professionalism.

     
     
 
 

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