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

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.
Irvine, CA
18872 MacArthur Blvd.
Suite 410
Irvine, CA, 92614
866-881-1166| fri | 5:30 AM - 2:00 PM |
| sat | Closed |
| sun | Closed |
| mon | 5:30 AM - 2:00 PM |
| tue | 5:30 AM - 2:00 PM |
| wed | 5:30 AM - 2:00 PM |
| thu | 5:30 AM - 2:00 PM |

Managing Director, Regional Growth Leader

Managing Director

Managing Director

Managing Director

Senior Retirement Plan Consultant

Vice President, Client Services

Associate, Client Services

Vice President, Investments

Associate, Client Services
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.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Customized retirement plan design, administration, and participant education.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.