About Us

Academic Financial Services is a full service firm based in Orange County, California. Our motto is: Building Wealth Through Education. By educating our clients we empower them with the knowledge needed to make informed decisions about their financial options. We work closely with our clients. We know each client has different financial goals and needs. With our holistic approach our clients are able to understand what is important for their family.

Our staff has over 40 years of experience in the financial services industry. The combined and unique skills of our staff allow us to specialize in the fields of education, nursing, and first responders. Our knowledge of paycheck analysis and social security timing assists us with clients who need to maximize their pension.

Academic Financial Services is actively involved in educational industry conferences. We participate in events throughout southern California. In keeping with our motto, we present informative ways for clients to be educated about their retirement and understand all the options they are entitled to.

We support Stand Up for the Cure, an event held in Newport Beach California each year to help fund breast cancer research. Locally we support Anaheim Ducks Hockey and the Orange County Performing Arts Center, as well as Girl Scouts, and public and private school events.