Irvine Office

About Our Irvine Office

You have a busy life—you shouldn’t spend it commuting to your financial advisor. Our Irvine office makes it convenient for Orange County residents to get financial planning without the hassle of going to L.A.

We differentiate ourselves from other firms by delivering custom-tailored financial advice. You can also rest assured that:

  • We put you first. We are a fiduciary Registered Investment Advisor, which means we have an obligation to put your interests ahead of our own in all areas of your financial life.
  • We don’t get paid commissions. You should know that your advisor’s advice isn’t tainted by a conflict of interest. Our fee-only structure helps eliminate conflicts because we get paid by you, not a company.
  • We like technology. We seek out technology that helps clients make informed decisions. You’ll be able to access your financial plan, portfolio, account balances, and documents in one central location.
  • We offer flexibility. Your financial service needs will evolve with the stages of your life. We offer service tiers to meet you where you are today and tomorrow.

Located on Spectrum Center Drive, our Irvine office makes it easy to meet us for a lunch break, then get back to your work and the rest of your life.

Want to learn more about how we can help you? Check out our podcast for helpful conversation on the personal finance topics that affect our Orange County clients.

How We Can Help You

We’ll base your financial and investment recommendations on what you want out of life. Your services will be comprehensive and can include:

  • Retirement Planning
  • Financial Planning
  • Investment Management
  • Budgeting and Cash Flow Analysis
  • Tax Planning
  • Debt Management
  • Insurance Review
  • Estate Planning
  • Business Succession and Exit Planning
  • Social Security Maximization

Our Other Office Locations

Can’t meet us in Irvine? We have four other convenient locations:

Rancho Cucamonga: 8885 Haven Ave, Rancho Cucamonga, CA 91730
Los Angeles: 925 N. La Brea Ave., 4th Floor, Los Angeles, CA 90038
Pasadena: 177 E. Colorado Blvd., Pasadena, CA 91105
Redlands: 1 E. Redlands Blvd., Redlands, CA 92373

LOCATION MAP

CONTACT INFO

READY TO ACHIEVE YOUR VISION FOR THE FUTURE?

Schedule a complimentary consultation.

RPA Wealth Management is a financial planning firm whose aim is simple: to provide you and your family with financial peace and security. We'll construct an individualized retirement plan to help you achieve your goals and lead a worry-free retirement.

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