Financial Planning Services Offered Through Securities America Advisors, Inc.
Complete Financial Planning
Located in Costa Mesa, in the heart of Orange County, California, the Wealth Strategies Group is a wealth management firm that specializes in Complete Financial Planning, a process designed to help investors reach their financial goals and protect and grow their investment portfolios while minimizing risk. Financial Planning and Investment Advisory services are offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.
Our services include complete financial planning, asset management, corporate benefits, and educational investment speaking engagements. Whether you are an individual with vast experience in the stock and bond markets or new to investing, it is our mission to guide you to investment success through proper asset allocation and by utilizing the best in professional money managers.
The Wealth Strategies Group is led by Travis Allen, CERTIFIED FINANCIAL PLANNER™ and also includes Mark Yates, Wealth Advisor, and Shaw Davari, Public Relations. Travis Allen, founder and President of the Wealth Strategies Group, is a Branch Manager for Securities America Inc., member FINRA and SIPC.
Securities America, Inc. is one of the largest independent broker/dealers in the United States. Investment brokerage accounts are carried by National Financial Services LLC (NFS), a Fidelity Investments company, member NYSE and SIPC.