Ian White, Financial Advisor

FINANCIAL ADVISOR
Ian White

CFP®
26400 La Alameda Suite 104, Mission Viejo, CA 92691opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Cooking
  • Hiking
  • Music
  • Reading
  • Running

Team Members

  • Ella Halaj
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(949) 582-2270

Fax

(800) 208-1676

Office Address

26400 La Alameda Suite 104
Mission Viejo, CA 92691opens in a new window

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