Selah Portfolios & Planning - Costa Mesa, California

About Selah Portfolios & Planning

Located in Costa Mesa, California, Selah Portfolios & Planning offers personalized financial planning services to individuals and couples. Their team of experts provides tailored advice on investments, budgeting, and long-term goals. With a strong commitment to customer satisfaction, they offer convenient online appointments and in-person meetings.

Services and Expertise

Selah Portfolios & Planning specializes in financial planning, financial advising, and investment services. Their team of experienced professionals helps clients achieve their financial objectives, whether it's creating a budget, investing in the stock market, or planning for retirement.

Awards and Accolades

This women-owned business has received 28 reviews on Google My Business, with an average rating of 5/5 stars. Clients praise Lauren, the financial advisor, for her excellent communication skills, personalized approach, and ability to explain complex financial concepts in an easy-to-understand manner.

Facilities and Accessibility

Selah Portfolios & Planning is located at 129 Cabrillo St # 103, Costa Mesa, CA 92627. The office is wheelchair accessible, with a parking lot and entrance that can accommodate clients with disabilities. Appointments are recommended and can be scheduled online or by phone.

Some additional amenities include language assistance, making it easier for clients to communicate with Lauren and her team.

Plan a Visit

For a personalized financial planning experience, visit Selah Portfolios & Planning today. With their expert advice and tailored approach, you can achieve your financial goals and secure a more financially stable future.

Phone: 949-942-8805
Website: selahportfoliosandplanning.com

👍 Reviews of Selah Portfolios & Planning

Owen S.

5/5

Lauren is an absolute pleasure to work with. My wife and I are so thankful for her advice in regard to our budget, as well as helping us achieve our long term goals. We love being able to meet in person and get the 1-on-1 personalized services she offers. She is so easy to communicate with and we feel so comfortable working with her. Go see Lauren!!

Wendy H.

5/5

I’ve been working with Lauren since 2019 and it’s been a great experience!! I have a ton of questions and she explains everything with patience. I have complete confidence in her ability to guide us into a comfortable retirement along with meeting our other financial goals. She has also recommended a trust attorney and tax preparers that I’m really happy with. AND she’s just a good person with a kind heart.

Rose P.

5/5

I feel confident having Lauren as my financial advisor. She has been guiding me now for several years to accomplish my retirement goals and I enjoy working with her. Lauren brings tremendous acumen, experience and diligence to her job as a wealth manager and she is quite pleasant to work with. Gracias Lauren!!!

Elizabeth N.

5/5

Lauren is great to work with. She is very helpful and patient. I've become much more confident with my finances through our conversations and planning.

lori G.

5/5

Lauren is brilliant, knowledgeable, anticipates needs, and always kind and patient. She is a pleasure to work with and I know she has my best $$ interests at heart. My daughters feel the same way/ we trust her completely!

Jessica T.

5/5

I've worked with Lauren for over 5 years. From the initial phone call, she has been more interested in what my goals are and we talk about actionable steps that can be taken. What I most admire is that she answers every single one of my questions and even checks on my personally. I would gladly recommend working with Lauren!

marissa V. G.

5/5

I feel so grateful that I found Lauren and Selah. I have recommended a plethora of people to her. She is very knowledgeable and easy to work with. If I have any questions, she responds quickly. I would recommend Selah without hesitation. You are in good honest hands with Lauren!

Adela G.

5/5

Lauren has been a pleasure to work with. She is always available to answer any questions I have. She makes things easy for me to understand. I feel comfortable with her and know that I can trust her. She is amazing.