Orange County, California

Financial advisors in Laguna Hills and Long Beach, California

A Southern California team serving high-net-worth families and business owners, backed by the planning, investment and tax resources of a national firm.

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$200M+Client assets guided

HNWFamilies & business owners

CFP®-ledFiduciary advice

The WealthPlan Orange County team meeting together

Boutique attention, national scale

For years, this team has guided high-net-worth families, executives and business owners across Southern California, building long-term relationships rooted in trust, transparency and genuinely getting to know each client.

As part of WealthPlan Group, they pair that personal, local relationship with the custom-built technology, integrated planning and investment platform of a national organization, the scale of a large firm that still feels boutique.

Built for complex financial lives

Specialized guidance for the clients this team knows best, delivered with the depth of a national platform.

High-Net-Worth Families

Coordinated planning across investments, tax, estate and multi-generational goals.

Business Owners

From growth and equity to succession and the eventual sale of what you built.

Corporate Executives

Equity comp, concentrated stock and corporate benefits, integrated with the whole plan.

Comprehensive planning, coordinated as one

Investments, planning, tax and estate, coordinated by one team so every part of your financial life works together.

Wealth Management

Coordinated oversight of your complete financial picture.

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Financial Planning

A plan built around the way your life actually unfolds.

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Investment Management

Disciplined, objective portfolios, including access to alternatives.

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Tax Planning

Forward-looking strategies to keep more of what you earn.

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Estate Planning

Structuring what you leave, and how you leave it.

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Business & Executive Planning

Equity, benefits and succession for owners and executives.

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The people behind your plan

Southern California advisors backed by the full depth of WealthPlan Group.

Zak Leedom

CFP®

Director of Client Experience & Senior Wealth Advisor

Long Beach office

Zak guides high-net-worth families and business owners, drawing on more than a decade advising executives on equity, corporate benefits and long-term planning, and a focus on a unified, consistent client experience.

Drew Dintaman

CFP®

Senior Wealth Advisor

Laguna Hills office

Drew builds long-term relationships rooted in transparent communication and genuine curiosity. A University of Delaware graduate who calls Orange County home, he puts people at the heart of every decision.

Stu Bale

CFP®, RICP®

Senior Client Service Associate

Stu leads the client experience, making sure every family receives responsive, best-in-class service, and brings a retirement-income specialty to the team’s planning work.