Financial Professional Resources

Jeffrey Brett Miller
Attorney At Law

3070 Bristol St. Ste. 500
Costa Mesa, CA 92626
(714) 200-8211

Brett's specialty is in estate planning that entails trusts, wills, powers of attorney, probate, and conservatorships as well as asset protection that encompasses LLCs, Corporations, and Family Limited Partnerships.  Brett been specializing in Estate Planning since 2013. 

Steve Berger
Mortgage Specialist

Coastal Capital Funding
5151 California Ave. Ste 100
Irvine, CA 92617
(949) 903-8544
NMLS #109887

Gerardo B. Ruiz
Accountant & Bookkeeper

GR Accounting Services
31952 Camino Capistrano, C22
San Juan Capistrano, CA 92675
(949) 942-9193

These professionals are not associated with nor endorsed by Osaic Wealth, Inc.