Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors - Aliso Viejo, California

Address: 6B Liberty STE 225, Aliso Viejo, CA 92656.
Phone: 9496600088.
Website: focuswa.com.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

Location of Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors

Ken Franklin, CFP®, CRPC®, APMA® is a Wealth Advisor at Focus Wealth Advisors, a company dedicated to providing financial planning services. With a focus on personalized attention, Ken and his team help clients make informed decisions about their financial future.

Characteristics: As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®), and Accredited Portfolio Management Advisor℠ (APMA®), Ken Franklin brings a wealth of knowledge and experience to the table. He is committed to helping clients achieve their financial goals through comprehensive financial planning and investment management services.

Location: Focus Wealth Advisors is located in Aliso Viejo, California, at 6B Liberty STE 225. This convenient location makes it easy for clients from surrounding areas such as Laguna Niguel, Mission Viejo, and Irvine to access the office.

Information: The company offers various services, including online appointments and onsite services. With wheelchair-accessible entrances, parking lots, and restrooms, Focus Wealth Advisors ensures that all clients have a comfortable and accessible experience. Appointments are recommended, so it's important to schedule a meeting in advance.

Opinions: With an average rating of 5 out of 5 from two reviews on Google My Business, Focus Wealth Advisors has a strong reputation for quality service. Clients appreciate the personalized attention and professionalism they receive from Ken and his team.

Recommendation: If you're looking for a trusted financial planner who can help you achieve your financial goals, consider reaching out to Ken Franklin and Focus Wealth Advisors. With their expertise, personalized approach, and commitment to client satisfaction, they are a top choice for those seeking financial planning services. Don't hesitate to visit their website at focuswa.com to learn more and schedule an appointment today.

Reviews of Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors

Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors - Aliso Viejo, California
949 Local
5/5

I sat down with Jim Sidaris of Focus Wealth Management and was extremely glad I did. Jim is a highly qualified and effective financial planner and I am most pleased and confident to give him my highest recommendation.

Ever wonder if the "advice" you receive from a financial planner is best for you, or for him/her? Working with Jim you will never have that concern. Jim takes the time to know and understand his clients and their needs. His recommendations then are framed around what he truly believes is best for them, not necessarily him.

There are lots of financial planners. Jim Sidaris is among the best.

Ken Franklin CFP®, CRPC®, APMA®, Wealth Advisor | Focus Wealth Advisors - Aliso Viejo, California
Kevin Richardson
5/5

Jim Sidaris is very knowledgable in financial planning for anyone looking ahead to retirement and not willing to be caught unprepared for their financial well being. Give Jim a call. He is a good guy.

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