Saurin H. Munshaw, CFP®

My practice is focused on risk management, retirement planning, college funding, estate planning strategies and wealth management. My ultimate goal is to help you make sure that you and your family are well taken care of financially. And truly enjoy life.

My approach as your financial professional is to listen to your needs and concerns, and as your quarterback on a football field or your point guard on a basketball court, my job is to see the entire playing field as you distribute your assets and resources appropriately, efficiently and according to your wishes.

I have received my BSBA degree in Finance from Chapman University. Also, I hold the following professional registrations, designations and title:

• CERTIFIED FINANCIAL PLANNER™ professional (CFP®) from the CFP Board of Standards in Denver, Colorado
• FINRA Securities Registration: Series 6, Series 63, Series 65 and Series 7
• Awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton Business School
• I am an active member in the Orange County community and a current member of the Fullerton Chamber of Commerce. I currently reside in Chino, CA with my family.