Serving Southern California
3 Park Plaza
Irvine, CA 92614
Buckingham Strategic Wealth's Irvine team empowers clients to make smart financial decisions through careful planning, ongoing education and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect and complexity of our clients’ financial lives. Our goal is to help them be free to live the life they imagined and realize their financial goals.
The Irvine office joined Buckingham in 2013, after 16 years of serving Southern California clients as Wealth Management Group. Our commitment to helping clients meet their goals and simplify their lives continues today as we tap into Buckingham’s talent and resources to provide specialized financial plans while maintaining highly personalized service to each client.
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Enjoy some of our latest resources
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.Read the article
January 29, 2024
How to Protect Children from Identity Theft
According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.Read the article
January 15, 2024
Top 10 Investment Lessons of 2023
Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.Read the article