MAVEN GROUP

We take our education seriously. Both Maven Group financial professionals have achieved their CERTIFIED FINANCIAL PLANNER® designation, so our clients can rest assured that our continued focus on education seeks to empower us to be committed to deliver relevant and innovative strategies... We believe balance should not only be a focus of investment portfolios, but of our lives as well. We use a clear, easy to digest investment approach to create appropriate balance and diversification through a sound due diligence process. We believe, with appropriate balance, we can aim for our clients to enjoy their lifestyle today while planning for their desired future... We believe that trust is vital for any financial planning relationship. As a result, we strive to not only learn the necessary information to build exceptional financial plans, but continually seek to prove that our client's best interest is always our top priority.

Also known as: Maven Group Investment Strategies

Primary location: Irvine United States