Wims Financial Group

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

our team

Let's put your plans in motion

Want to pursue lifelong dreams and goals with the support of a family of financial professionals? At the Wims Group, we will partner with you to help map out a path to a more secure financial future. We love working with individuals, families, and small businesses to achieve any of the following:

Retirement Planning
Tax Efficiency Strategies
Charitable Giving and Legacy Planning
Education Expense Planning
Family and Asset Protection

We are excited to work with you and offer 30 years of industry experience to help you minimize expenses and maximize growth potential.

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.

Santa Clarita Location

26639 Valley Center Dr Ste 104
Santa Clarita, CA 91351

Phone661-287-4000Fax661-287-4036Hours

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: 661-287-4000

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