Orange County is a center of business.Whether you are in high tech, health care/life sciences, education, or one of Orange County’s many entrepreneurial companies, the WorthPointe team is here to guide you. Our financial professionals based in Orange County, are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Leveraging 30 years of collective industry wisdom, all members of our Orange County team hold this designation and work collaboratively to guide you to your wealth management objectives.

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