CAPTRUST’s Costa Mesa-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
1124 Bristol Street
Costa Mesa, CA 92626
Phone: 800.701.2457
Mon–Fri, 8:00 am–4:30 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
CAPTRUST’s Costa Mesa office provides clients with comprehensive wealth management and financial planning services rooted in the energy of Orange County. Situated in the heart of a dynamic business community, the team offers guidance tailored to the region’s entrepreneurial culture, multigenerational families, and coastal lifestyle.
Senior Vice President | Financial Advisor
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Senior Vice President | Financial Advisor
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Senior Vice President | Financial Advisor
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Senior Vice President | Financial Advisor
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Principal | Financial Advisor
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