- Certified Financial Planner (CFP)
Ambassador Wealth Management aims to help individuals and families throughout Yorba Linda attain their financial goals through its broad range of financial advisory services. The firm creates and implements financial strategies that are tailored to meet clients' wealth-building objectives. Its financial advisors assist with estate planning, investment management, retirement planning, college education fund planning, and insurance plan review and analysis. Ambassador Wealth Management is affiliated with Cetera Financial Specialists, a broker-dealer that provides the former with a network of people and resources to help clients pursue their goals.