Whatever your financial stage, there is a strategy.

We provide comprehensive, personalized wealth management services to individuals, families and small businesses.  As a fiduciary, we deliver independent, objective guidance.  We couple cutting-edge technology with sound asset allocation techniques to create financial plans designed to help you maximize what you have worked so hard to achieve.  Because life can be dynamic, with shifting economics, changing tax laws, and new family and personal goals, we monitor your individual plan on an on-going basis.  So, you may rest assured that your financial plan will be fine-tuned to help you meet your goals and life styles.  Now and in the future.

About Us

  • KEYTHE WARD-AGUILAR is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience located in Orange County, California. CA Insurance License #OC50331.
  • DAVID K. HICOK is a CHARTERED FINANCIAL CONSULTANT™ professional with over 16 years of experience located in Los Angeles County, California.  CA Insurance License #OC80026
  • BRYAN WARD  is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST™ professional with over 15 years of experience located in Orange County, California.
Disclaimer

Investment Advisory Services are provided through ProCore Advisors, LLC, a registered investment advisor. The Investment Advisor Representatives associated with this site do not provide tax or legal advice. Clients should always consult with a qualified tax professional for specific individual tax advice.