Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orange, CA area, Heghine Kirakosyan will take the time to understand you and your goals, as well as those changing... Read More about Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jonathan Zermeno

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orange, CA area, Charissa Spach will take the time to understand you and your goals, as well as those changing... Read More about Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orange, CA area, Mark Stickney will take the time to understand you and your goals, as well as those changing... Read More about Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC

At Spach & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orange, CA area to... Read More about Spach & Associates - Ameriprise Financial Services, LLC

As a financial planner since 2006, I help my clients with retirement planning so they can achieve their financial goals like purchasing a home, saving for college and planning for a secure retirement. In my free time, I enjoy seeing live music and taking my family on road trip adventures to discover places we’ve never been. EFE may request that... Read More about Corey Fast - Edelman Financial Engines

I became a financial planner to help people feel confident about their financial future and empowered to achieve goals they once thought were out of reach. To me, every financial plan is like a puzzle, and I enjoy putting the pieces together to reveal the big picture. When I’m not working, you’ll likely find me exploring new places and cuisines,... Read More about Jaci Iannello - Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jim Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Orange, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Jim Smith - Thrivent

J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions. A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66 securities licenses plus life and health insurance licenses in California. Understanding... Read More about First Command Financial Advisor - Audie Marzo

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jon Na

First Command's Financial Advisors in Orange County, CA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Chris Perea joined First Command Financial Services as a Financial Advisor in October 2025, following a 4-year career in the United States Marine Corps, where he attained the rank of Captain. Chris understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Chris... Read More about First Command Financial Advisor - Chris Perea

Joe Knutsen joined First Command Financial Services as a Financial Advisor in February 2016, following a 30-year career in the United States Army, where he attained the rank of Sergeant Major. Joe understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A... Read More about First Command Financial Advisor - Joe Knutsen