Mountain Financial Group

At Mountain Financial Group, our mission is to help you make wise financial decisions.

our team

Your Personal Financial Architects

Our goal is to establish an ongoing financial relationship with you to help understand your goals and develop a strategy to reach them.

We specialize in helping people become more secure in areas of:

• Retirement Planning

• Advice-Based Services

• Tax-Advantaged Investment Strategies

• Estate Strategies

• College Planning

• Asset Management

• Asset Protection Strategies

• Protection of loved ones against the impact of additional care, death, and disability

We have two centrally located office locations as well as the ability to hold virtual meetings. Contact us today to schedule a free consultation and learn how we can help you achieve financial clarity.

For more information on the different products and services we offer visit our Solutions page.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Irvine Location

49 Discovery, suite 140
Irvine, CA 92618

Phone949-835-4001Fax877-206-1758Hours

M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 949-835-4001

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.