Sterling Wealth Partners
Sterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service” Experienced and professional—our team of advisors, in conjunction with licensed tax and legal partners, use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Retirement Income Planning, Social Security Strategy, Risk Management, Tax Strategy, Estate Planning, and Legacy Planning. Our goal is to deliver a Sterling experience from start to finish—to ensure clients get the attention and service they deserve. We are dedicated to our profession and committed to improving and adapting our strategies to optimize the client experience. Serving Southern California and clients across the country. Visit our website at The Financial Professionals of Sterling Wealth Partners are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member / a Registered Investment Adviser. 17332 Irvine Blvd, Suite 130, Tustin, CA 92780. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use:
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- SG
Susan Green
Relationship Manager and Research Associate · Other
EmailPhone - NV
Nicole Vong
Senior Client Service Associate · Customer/Client Service
EmailPhone - SL
Scot Landborg
Show Host · Advertising & Marketing
EmailPhone - DK
David K.
Director of Financial Planning Services · Finance & Accounting
EmailPhone - KI
Krista I.
Client Experience Director · Customer/Client Service
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Sterling Wealth Partners
5 distinct titles indexed · top 5 shown.
- 1client experience director
- 1director of financial planning services
- 1relationship manager and research associate
- 1senior client service associate
- 1show host
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