Ian White, Financial Advisor located in Mission Viejo, CA

Financial Advisor
Ian White

CFP®
27101 Puerta Real Suite 240, Mission Viejo, CA 92691opens in a new window
Accepting New Clients
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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®

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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

27101 Puerta Real Suite 240
Mission Viejo, CA 92691opens in a new window

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