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Conaway and Conaway, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Conaway and Conaway, Inc., a financial services firm based in Tustin, California, operates under the name C&C Wealth Strategies to help clients manage income and preserve wealth. The firm pursues customized results through a systematic approach that partners with tax and legal advisors to address each client's financial needs. It was founded in 1996 by Jim and Lorraine Conaway to plan for better futures, and it notes that financial advisors do not provide legal advice, with legal counsel provided by a qualified attorney.

Core services include Roth conversions, rollovers, pension maximization, and income and portfolio analysis, reflecting a focus on retirement planning and wealth management. The organization emphasizes ongoing education for its staff and advisers and aims to build lifelong relationships with clients and their families by aligning client interests with professional guidance.

Find Conaway and Conaway, Inc. employees' phone numbers or email addresses

Conaway and Conaway, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Conaway and Conaway, Inc.'s Leadership

  • Stylized image of a person
    W. H.
    Principal
    Mobile Phone
  • Stylized image of a person
    K. Q.
    Insurance Producer
    Mobile Phone
  • Stylized image of a person
    L. C.
    Financial Strategiest
    Mobile Phone

Conaway and Conaway, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Conaway and Conaway, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. H.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. Q.
    Insurance Producer
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. C.
    Financial Strategiest
    Mobile Phone

Frequently Asked Questions

What is Conaway and Conaway, Inc. known for?

Minus sign iconPlus sign iconConaway and Conaway, Inc. was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-714-577-****
. Explore Conaway and Conaway, Inc.'s company overview page for more information.

What is Conaway and Conaway, Inc.'s most common email format?

Minus sign iconPlus sign iconConaway and Conaway, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Conaway and Conaway, Inc. email formats with LeadIQ.

How many employees does Conaway and Conaway, Inc. have currently?

Minus sign iconPlus sign iconConaway and Conaway, Inc. has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Conaway and Conaway, Inc.'s key employees and leadership?

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As of July 2026, Conaway and Conaway, Inc.'s key employees include:

  • Principal: W. H.
  • Insurance Producer: K. Q.
  • Financial Strategiest: L. C.

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