Our Firm

Bradley Shammas, CFP ®, CPFA

Financial Advisor *

(714) 415-2680

bradley@iwmfinancial.com

Vince Festejo

Associate Financial Planner *

(714) 415-2680

vince@iwmfinancial.com

Vince is passionate about helping pre-retirees and retirees gain clarity and confidence as they prepare for retirement. He believes great financial planning goes beyond investments—it's about creating a strategy that helps people make...

WHY WORK WITH A CFP PRO®

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. A CFP® is committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

WHO WE WORK WITH

Servicing in Orange County, Riverside, and beyond, we do our best work with those who are looking to retire successfully, reduce taxes and invest smarter.

In addition to being all around nice people, and enjoyable to be around, our clients often share some of the following traits:

Intentional Savers

While most of our clients don't consider themselves as "rich", through a lifetime of diligent saving they have accumulated a meaningful nest egg.

Diligent Delegators

Our clients understand that retirement is too important and want to work with a CFP® professional whose business is independent and puts the clients interest first.

Good People

We work best with kind, personable people who value strong relationships and want to work with people they genuinely enjoy, too.

If this feels like you:

If you associate with these qualities, the next step if you contact our office to decide if we should work together.

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