Trisha Braunstein, Financial Advisor located in Fountain Valley, CA

Financial Advisor
Trisha M Braunstein

18837 Brookhurst St Ste 205, Fountain Valley, CA 92708opens in a new window
New Client Waitlist
Serving clients with $250,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Traveling
  • Spending Time with Family
  • Fine Dining
  • Wine Collecting/Enthusiast
  • Home Décor

Team Members

  • Destiny Cardoz
    Branch Office Administrator
  • Lizzette Cerna
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(949) 631-7491

Fax

(800) 392-7137

Office Address

18837 Brookhurst St Ste 205
Fountain Valley, CA 92708opens in a new window

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