Best Financial Advisor/Planner

Simplified Wealth Management

391 N. Main St., Ste. 107, Corona, CA 92878
ph: 951.465.6402
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Years Won: 2022 (Best)

(Aaron Johnson)

At Simplified Wealth Management, we help create plans to meet long-term financial goals. Have questions about investments, taxes, retirement and estate planning? Our professional advisors are glad to help.

We start by identifying your goals and then clarifying different solutions. Then we design a plan that is built around your individual needs. We then recommend an investment strategy designed to fit your needs and risk tolerance.

It’s never too early to get started on your investment plans, be it the purchase of a first home or achieving an independent and comfortable retirement. Tell us about your goals and our experienced financial advisors will get you started on a plan to pursue them.

Our team is comprised of four advisors – Aaron Johnson, Kenichi Igarashi, Bob Chitrathorn, and Cory Leckie. All are registered representatives of LPL Financial. Each has a commitment to serve all of our clients with dignity and respect. You can count on professional recommendations and objective guidance.

 

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