Periscope Wealth Advisors

Periscope Wealth Advisors is a wealth management firm based in Anaheim Hills, CA and San Luis Obispo, CA. Our mission is to help our clients reduce financial anxiety and simply enjoy their retirement. Through our knowledge of the financial landscape and the tools available to navigate various market conditions, we help our clients plan for their future based on their unique needs and financial situation, guiding them to and through the retirement they dreamed of. For our clients, we are their periscope – the apparatus that allows them to see things they couldn’t otherwise see. Through our knowledge of Retirement Planning, Tax Strategy, and Wealth Management, we are specially equipped to help our clients navigate the financial complexities that accompany retirement. To schedule your complimentary review, visit periscopewealthadvisors.com or call us at (805) 468-5375 (San Luis Obispo Office) or (949) 340-1702 (Anaheim Hills Office). ’.