Advanced Financial Strategies
Welcome to the firm of Advanced Financial Strategies
Providing the following client services:
Consulting Services:
Business Succession Planning
Buying & Selling a Business
Estate Planning
Financial Planning
Retirement Planning
Business Consulting
Pension & Profit Sharing Plans
Business Entity Selection
Tax Services:
Tax Planning
IRS Representation
Estate & Trust Tax Preparation
Accounting Services:
Cash Flow & Budgeting Analysis
Other Services:
Asset Protection
Employee Benefit Plans
Insurance Services
Business and Real Estate Financing
401(k) and Simple IRA
Investment Management
Structured Settlement
Contact Information:
Firm Information
Advanced Financial Strategies
Registered Investment Advisor & Financial Planning
5 Hubble
Irvine, CA 92618
Phone:
(949) 450-1450
Fax:
(949) 450-1451
Email:
pierre@afs1.com
Firm Contacts:
Pierre N. Ngo , CFP®, EA , AEP, ATA
Principal
949-450-1450 ext. 14
Pierre@afs1.com
Jonathon V. Nguyen , CFP®, AEP, CMFC
CERTIFIED FINANCIAL PLANNER™ practitioner
949-450-1450 ext. 16
Jonathon@afs1.com
Patty Vasquez , CFP®, CMFC
CERTIFIED FINANCIAL PLANNER™ practitioner
949-450-1450 ext. 19
Patty@afs1.com
Maria Lopez Group Benefit and Insurance Administrator
949-450-1450 ext. 20
maria@afs1.com
Tina M. Webb , CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
949-450-1450 ext. 26
tina@afs1.com
Debbie Perkins Office Manager
949-450-1450 ext. 17
debbie@afs1.com
Elisa Bravo Group Benefit Administrator
949-450-1450 ext. 24
Elisa@afs1.com
Paulina Davis Administrator
949-450-1450 ext. 55
Paulina@afs1.com
Jocelyn Apat Administrator
949-450-1450 ext. 27
jocelyn@afs1.com
Heather Vreeland Administrator
949-450-1450 ext. 15
heather@afs1.com
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