Craig Shipcott, Financial Advisor located in Orange, CA

Financial Advisor
Craig E Shipcott

MBA, AAMS®
790 The City Drive S Ste 430, Orange, CA 92868opens in a new window
Referrals Only
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Corporate Executives

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Running
  • Cycling
  • Triathlons

Team Members

  • Diana Bortis
    Sr. Branch Office Administrator
    FPQP®
  • Scarlet Wert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(714) 639-3561

Fax

(877) 279-1227

Office Address

790 The City Drive S Ste 430
Orange, CA 92868opens in a new window

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