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Irvine, CA

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

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WIA Southern California is a multi-disciplined team of retirement plan specialists and wealth advisors who bring together diverse expertise and depth of knowledge to ensure that clients receive the highest fiduciary standard of care. Our team is committed to staying informed of the latest industry trends and providing clients with the most effective retirement and financial planning solutions available. Clients trust and engage us because we see the bigger picture, help them align their retirement plan benefit with company objectives and help employees meet their individual needs and goals to secure their financial future.

OFFICE LOCATIONS

Irvine, CA

18872 MacArthur Blvd.

Suite 410

Irvine, CA, 92614

866-881-1166
fri5:30 AM - 2:00 PM
satClosed
sunClosed
mon5:30 AM - 2:00 PM
tue5:30 AM - 2:00 PM
wed5:30 AM - 2:00 PM
thu5:30 AM - 2:00 PM

MEET THE TEAM

Shannon Main

Shannon Main

Managing Director, Regional Growth Leader

David Vaughan

David Vaughan

Managing Director

Marek Pfeil

Marek Pfeil

Managing Director

Ryan Gensicke

Ryan Gensicke

Managing Director

Jonathan Martinez

Jonathan Martinez

Senior Retirement Plan Consultant

Nancy Ulloa

Nancy Ulloa

Vice President, Client Services

Christine Stewart

Christine Stewart

Associate, Client Services

Maren Cuykendall

Maren Cuykendall

Vice President, Investments

Kane Berglund

Kane Berglund

Associate, Client Services

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.