Community Impact

We believe God calls us to leave the world a better place, so we choose projects that provide our clients the opportunity to join us in this endeavor.

In addition to supporting our local church, we have chosen three strategic local organizations to make an impact: 

  • OC Food Bank: 
  • Trellis: 
  • Project Hope Alliance:


For additional information on professional designations and the requirements to earn them, visit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.