The new year brings new perspectives, insights, and most notably, resolutions. From weight loss goals and screen time reductions to 100-day challenges, we’re all looking for parts of our lives to improve. For many, that area of improvement is financial in nature.
Whether you’re looking for a professional to help you save, invest, or handle your taxes for you, these Aliso Viejo Chamber members have you covered. Explore their services to see which firm suits your needs and goals.
Adam Herzing, CFP
The team at Adam Herzing, CFP takes pride in their personalized approach to financial planning, or as they call it, their “You-Centric Approach.” Combined with a convenient mobile platform for on-the-go financial snapshots, the Herzing client experience is clearly a seamless one. Visit their website for more on what makes the Herzing team so unique.
Harvey Ivory, Edward Jones
For a future-oriented investment plan with a personable financial expert, look no further than Harvey Ivory of Edward Jones. He can lend a hand with business retirement planning, savings strategies, employee stock options, divorce finances, and other financial needs that call for a strategic touch. Contact him today to plan out your path to financial freedom.
Fleming Financial Associates, LLC
Dave Fleming, the Aliso Viejo Chamber’s former president, flaunts over 30 years of proven success advising profitable business operations from the financial angle. His core areas of expertise are accounting, finance, and IT operations. To get his financial insights, send an email to David.Alan.Fleming@gmail.com.
Focus Wealth Management
Ahmed Henane, a financial advisor at Focus Wealth Management, is committed to keeping you “confident, connected, and in control of your financial life.” Personalization is key with him, shown in his emphasis on 1:1 financial advising, tailored recommendations, and regular meetings to review your progress and investments. Reach out to Ahmed to go over your financial goals and dreams for the new year.
Join the Aliso Viejo Chamber of Commerce!
If you’re a business owner or represent a business and you’re looking for exposure and to grow your business, consider joining the Aliso Viejo Chamber of Commerce. The Chamber is dedicated to growing our local economy and connecting like-minded business owners through a professional relationship.
We hope that you will join us as we work together to promote and serve our community. Please check out the benefits of membership.
We Are Here To Help Our Members
We’re here to help you promote your business, please feel free to contact us if you have any specials or promotions. Please email the information and a flyer to Info@Alisoviejochamber.com.