wiseradvisor

Odyssey Wealth Design

Tel: (949) 474-6872
18400 Von Karman Avenue
Suite 550
Irvine, California  92612
Odyssey Wealth Design | Financial Advisor in Irvine,California

About Odyssey Wealth Design

Like Odysseus in Homer's Odyssey, you are on a continuous journey to reach your financial goalsa life-long expedition filled with obstacles that you must overcome to attain your dreams. On your odyssey you accumulate experiences that give you knowledge and understanding, but it is extremely difficult to travel alone. That is where Odyssey Wealth Design comes in. We act as your guide on your odysseyleading you through the obstacles, navigating the dangers, and helping you accomplish the growth and success you desire. We recognize that achieving financial security is a complex processone that requires much more than simply managing your investments. Creating true wealth is a process of design, conceiving a plan that includes a system of measurable human interaction. Design is also multi-faceted: we must consider the aesthetic, functional, economic, and sociopolitical dimensions of both the design object and design process. To do this well, we work with you to create a comprehensi


General Information

Services:   Retirement Planning, Business Owner & Planning Advice, Exit & Succession Planning, Executive Compensation, Corporate Retirement Plans & Benefits

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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