Orange County Financial Advisors

Home » Orange County, CA
Orange County Office
20 Pacifica
Suite 560
Irvine, CA 92618
Phone
949.404.5070
Fax
855.969.2078

Wealth Management & Trust Services

The Orange County financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
Situated between the California coastline and Saddleback Mountain, the Orange County office is centrally located in the city of Irvine. The office is led by Managing Director, Mike Haddad, whose goal is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals. The office was originally established in 1993 by Sr. Partner, George Andrews, who pioneered the opening of the first Blue Trust office on the west coast. The Orange County financial advisor team continues to grow by adding experienced and dedicated professionals committed to serving clients with excellence.

Meet our Orange County Financial Advisors

  • See Bio

    Melanie Allen

    Melanie Allen

    Orange County, CA

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    George Andrews III

    George Andrews III, CFP®, CWS®

    Orange County, CA

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    George Andrews Sr.

    George Andrews Sr., CFP®, CWS®

    Orange County, CA

  • See Bio

    Daniel Chacon

    Daniel Chacon, CFP®, CPA, CKA®

    Orange County, CA

  • See Bio

    Mike F. Haddad

    Mike F. Haddad, CFP®

    Orange County, CA

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    Byron Nelson

    Byron Nelson, CFP®, CWS®

    Orange County, CA

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    Neil Paur

    Neil Paur, CFP®, CWS®

    Orange County, CA

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    Jim Summers

    Jim Summers, CFP®, CPA, CKA®

    Orange County, CA