Joseph S. Peralta CFP, EA, CWS

714-879-5200

OPEN NOW - Closes at 5:30pm

Peralta Plan Works!

Hours

Regular Hours

Mon - Fri:	9:30 am - 5:30 pm
Sun	Closed

Extra Phones

Fax: 714-879-5268

TollFree: 877-723-3472

Services/Products

For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice. Recently, Mr. Peralta was featured in Orange Coat Magazine as a "2011 5 Star Wealth Manager". Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Services Inc. ÂÂ

Payment method

check

Amenities

Quarterly Consolidated Reports Periodic Reviews Coordinated Wealth Management Planning ÂÂ

Associations

Financial Planning Association National Association of Enrolled Agents Better Business Bureau De La Salle University Alumni Association ÂÂ

AKA

Retirement Distribution and Wealth Management Strategies Inc.

Retirement Distribution and Wealth Management Strategies, Inc. (RDWMSI)

Other Link

http://www.peraltaplanworks.com

Categories

Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service