Lance Blount

As a Certified Financial Planner™ (CFP®), Lance devotes much of his time working with clients on their overall life goals. With our firm, clients determine what money means in their lives and how they can effectively use their wealth to bring their goals to fruition. Lance creates the firm's financial perspective and takes the lead in researching new investment vehicles to determine the asset allocation strategies that the firm uses in constructing portfolios.

Lance founded his own firm in order to provide planning solutions for his clients in an goal-orientated and cost effective manner. He has been in the financial services world since 1994 and has an extensive background in all aspects of financial planning, with experience in asset management, real estate and tax planning. Lance serves on the Pro-Bono committee of the Orange County Financial Planning Association and is a member of the Financial Services Institute. He is a both a Registered Representative and Investment Advisory Representative with National Planning Corporation.

As a small business owner for most of his professional career, Lance has many insights into the needs of other entrepreneurs and is familiar with many of the tax issues facing them. He is also an estate planning paralegal and fulfilled the requirements for this certification outlined in the California Business and Professional Code. Lance has extensive knowledge and resources which are available to business owners and offers services in retirement plan analysis and can help match you with other professionals CPA and attorneys.

Most clients come to us with one overreaching goal - financial peace of mind. We believe that a holistic life approach is the best methodology to help seek financial stability and confidence. Our plans incorporate all areas that our clients finances reach including; investments, taxes, estate plans, retirement income, education and personal risk tolerance. Charitable giving is also a very important part of Lance's practice. He is able to counsel clients on some of the most prudent and effective ways in which they can meet their charitable intents. The convenience of working with a full service planning company makes complicated financial matters easier to understand and control.

Lance and his wife Jennifer have a daughter Isabella who is in grade school and son Beau. Lance and Jen are avid hikers, travellers, and music lovers. Lance enjoys exercising, playing with his kids, cooking, reading and playing an occasional game of golf when time allows. He developed his love of wine from his first job out of college when working for The Gallo Wine Company. Lance is an active volunteer with local non-profits dealing with issues concerning children, teens, the environment and the arts.


Joanna Chang, Executive Administration Assistant

Joanna loves to help people and is the main reason she is so good at what she does. Joanna is our office’s customer service specialist and she thrives in the incredibly detailed duties of a financial service’s back office professional. Her duties include originating and processing account paperwork, making service and annual review calls and assisting in the firms marketing projects. She is a graduate of University of California Riverside and holds her Series 7 and Series 66 security licenses.