Periscope Wealth Advisors

Periscope Wealth Advisors is a wealth management firm based in Anaheim Hills, CA and San Luis Obispo, CA. Our mission is to help our clients reduce financial anxiety and simply enjoy their retirement. Through our knowledge of the financial landscape and the tools available to navigate various market conditions, we help our clients plan for their future based on their unique needs and financial situation, guiding them to and through the retirement they dreamed of. For our clients, we are their periscope – the apparatus that allows them to see things they couldn’t otherwise see. Through our knowledge of Retirement Planning, Tax Strategy, and Wealth Management, we are specially equipped to help our clients navigate the financial complexities that accompany retirement. To schedule your complimentary review, visit periscopewealthadvisors.com or call us at (805) 468-5375 (San Luis Obispo Office) or (949) 340-1702 (Anaheim Hills Office). 𝘗𝘦𝘳𝘪𝘴𝘤𝘰𝘱𝘦 𝘞𝘦𝘢𝘭𝘵𝘩 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘪𝘮𝘱𝘭𝘺 𝘢𝘯𝘺 𝘭𝘦𝘷𝘦𝘭 𝘰𝘧 𝘴𝘬𝘪𝘭𝘭 𝘰𝘳 𝘵𝘳𝘢𝘪𝘯𝘪𝘯𝘨. 𝘈𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘗𝘦𝘳𝘪𝘴𝘤𝘰𝘱𝘦 𝘞𝘦𝘢𝘭𝘵𝘩 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢𝘭𝘴𝘰 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘰𝘯 𝘵𝘩𝘦 𝘚𝘌𝘊’𝘴 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘵 𝘸𝘸𝘸.𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷.