Sterling Wealth Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sterling Wealth Partners is a financial services firm based in Tustin, California, staffed by a small team of financial professionals who work with licensed tax and legal partners. The organization adopts a holistic approach to financial planning, aiming to address investment management, retirement income planning, social security strategy, risk management, tax strategy, estate planning, and legacy planning for clients. It prioritizes attentive, ongoing service and emphasizes refining strategies to improve the client experience.

Services are provided through registered representatives and investment adviser representatives affiliated with Commonwealth Financial Network, enabling securities and advisory services for clients located in Southern California and beyond. In 2018, the firm launched Retire Eyes Wide Open, a retirement-focused podcast intended to share guidance for pre-retirees and retirees.

Sign up for free to view info

Company overview Email format