The Company
Like other Ronald Blue & Co. branch offices, the Santa Ana office was started by an individual who moved to Atlanta, Georgia with a long-term vision of taking Ronald Blue & Co.'s unique approach to financial planning and investment management to the West Coast. Managing Director George Andrews moved to Georgia in 1987, was trained in RB&Co.'s methods and opened the Santa Ana office in 1993. This office currently serves a Southern California client base but also has long-standing nationwide client relationships.
Its staff of eight includes Certified Financial Planners® and investment professionals who are ready to provide you with comprehensive financial counsel based on Biblical principles.
This office is also home to Ronald Blue & Co.'s Western division of its Tax and Business Services. Directed by Michael Peters, the staff of qualified CPAs and tax experts also provide audit and review services to individuals and businesses through its affiliate Balser, Horowitz, Frank & Wakeling.
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705
Phone: 714.543.0500
Fax: 714.543.1722