Crossroads Planning, LLC

Driven by service, not by product:

We are independent Fee-Only Financial & Tax Advisers that do not earn commission. Our focus is providing the best financial planning services available without the incentive to sell. 

Service with you in mind:

We understand everyone has different needs when it comes to financial planning, we offer flexible payment plans that tailor to your needs. Compensation can be done hourly, by fixed plans, or monthly remittance.  

Fiduciary duties:

We owe our clients fiduciary duties, meaning we put your interests and needs first. We offer in-office meetings or virtual financial planning services so you're never limited by location.

Experience Summary

* Certified Financial Planner and I.R.S. Appointed Enrolled Agent

* More than 12 years in the financial services industry

* Served 15 years as a Finance Officer (United State Army Reserve)

* InvestmentNews 2016 - Top 40 Financial Professional Under 40 Nationwide. 

*CPA Practice Advisor 2018 - Top 40 Accounting Professional Under 40 Nationwide. 

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Advisors at this Office

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This Office

333 City Blvd W Ste 1700 Orange, CA 92868-5905 Phone: (714) 393-9784

Primary Office

333 City Blvd W Ste 1700 Orange, CA 92868-5905 Phone: (714) 393-9784