Frehner Wealth Management

Frehner Wealth Management

Financial Services Irvine, California, United States 2 employees
Employees
2
Contacts
1
Emails
1
Phones
1

Frehner Wealth Management Overview

Headquarters
Irvine, California, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
2
Founded
2003
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Frehner Wealth Management

Our Vision: “be our clients most trusted advisors known for our outstanding professional knowledge, integrity and personalized service” Our Mission: “To make a fundamental difference in the lives of our clients by promoting informed financial decisions through education, communication, and quality personal service which exceeds their expectations.” Our objective is to help our clients accomplish their life goals and reduce their level of stress along the way. Our philosophy at Frehner Wealth Management is based on the premise that all areas of one’s financial life have complex relationships with each other. We understand that most planning decisions involve careful tax planning, disciplined investment management, thorough estate planning and diligent cash flow management. As stewards of your financial well-being, our goal is to act as your family’s CFO and adopt a 360º financial perspective to generate innovative, client-centric solutions.

Frehner Wealth Management Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Frehner Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Brendan L. Collins, Cfa® VP, Wealth Advisor at Frehner Wealth
Email Phone

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1

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