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1 Pointe Drive, Suite 240, Brea, CA 92821

(714) 559-7035
vartan.grigoryan@lpl.com
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A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Vartan Grigoryan

Financial Advisor

(714) 559-7035

1 Pointe Drive
Suite 240
Brea, CA 92821

Contact Us

Meet the Team

Contact Us

Meet the Team

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Schedule your complimentary consultation with us.

Waddell & Reed WealthLink Site

Waddell & Reed WealthLink Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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