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
- Website
- frehnerwealth.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Brendan L. Collins, Cfa® | VP, Wealth Advisor at Frehner Wealth | Lake Forest, California, United States |
Email
Phone
|
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
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