- Private Wealth Advisor
Bright Advisers is an independent family- and partner-owned firm providing financial consultancy services in Fullerton. It serves individuals and select businesses through investment management, financial planning and consulting, risk management, and retirement planning. The firm also serves families with estate planning, budgeting, and college funding and insurance guidance. Founded in 2010, Bright Advisers has served more than 1,800 clients to date. Its team consists of professionals with various financial backgrounds and designations, including CFP, CPA, and CFA.