Improving Outcomes Through Prudent Planning

Magdaleno Financial Services is a combination fee and commission firm that voluntarily conforms to a fiduciary standard when advising our clients. As an independent firm with no proprietary products, our business model enables us to operate as fiduciary consultants and allows us the freedom to place the interests of our client’s ahead of our own when making recommendations. Our objective is to make a difference in the lives of our clients by designing and implementing prudent and focused financial strategies that will give greater comfort regarding their income and the preservation of their wealth.

Founded in 2007 and based in Newport Beach, CA, our clients include select small business owners, professionals, and other high net worth individuals primarily in Southern California. The services that we provide include: Retirement Planning, Estate Planning, Investment Management, and Comprehensive Financial Plans.  

Benefits of working with Magdaleno Financial Services

  • Fiduciary relationship with our clients

  • We are not a bank, brokerage firm, investment bank, or an insurance company

  • No proprietary products

  • Team approach -  we work closely with tax and legal professionals

  • Complimentary initial consultation