Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with California Credit Union Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Santa Ana, CA area, Mike Greene will take... Read More about Mike Greene - Financial Advisor, Ameriprise Financial Services, LLC

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jonathan Zermeno

Wirth Financial & Insurance Services provides financial planning tools and investment advisory services while focusing on life and disability as well as long term care insurance solutions to business non-profits and individuals. Wirth Financial & Insurance Services is located in Southern California in the Orange County based in the city of Irvine. Wirth Financial & Insurance Services and Troy Wirth... Read More about Wirth Financial & Insurance Services

Andrea Alfi is a Financial Advisor with Waddell & Reed. Ms. Alfi's services include Retirement Plans, Comprehensive Financial Planning, Insurance, and more.

J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions. A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66 securities licenses plus life and health insurance licenses in California. Understanding... Read More about First Command Financial Advisor - Audie Marzo

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jon Na

First Command's Financial Advisors in Orange County, CA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Joe Knutsen joined First Command Financial Services as a Financial Advisor in February 2016, following a 30-year career in the United States Army, where he attained the rank of Sergeant Major. Joe understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A... Read More about First Command Financial Advisor - Joe Knutsen