Strivent Financial of Ladera Ranch

Strivent Financial is a financial planner in Ladera Ranch, CA, serving individuals and families across Orange County with a focus on retirement planning, investment management, and comprehensive financial guidance. The firm specializes in helping Gen X and Baby Boomer clients navigate complex financial decisions, offering services such as cash flow management, tax planning, estate planning, risk management, and personalized investment strategies. As a fee-only, fiduciary advisor, Strivent Financial operates with full transparency, requiring no minimum asset thresholds and prioritizing client interests above all. With a 5.00 rating, the firm is recognized for its client-centered approach and consistent, high-quality service.

Strivent Financial was founded by Kevin Henss, CFP®, a certified financial planner and president of the firm, with the mission of helping clients align their financial resources with their personal values and life goals. The firm emphasizes a proactive, results-driven planning process that begins where the client is, guiding them through customized strategies designed to prevent costly mistakes and achieve long-term objectives. Clients receive personalized advice through in-person or virtual meetings, supported by a flexible service model and a commitment to clear, warm communication. The firm’s comprehensive approach covers every aspect of financial life, from debt management and savings strategies to retirement income analysis and charitable giving.

Located at 27201 Puerta Real Suite 300 in Mission Viejo, CA, Strivent Financial sits on Puerta Real, a major thoroughfare in south Orange County, just off the 5 freeway and Crown Valley Parkway. The firm’s location places it within easy reach of key regional routes and services, serving clients throughout the area with convenience and accessibility.

The firm maintains a strong online presence with a well-optimized website that search engines read cleanly and consistently. Business information is thoroughly documented across digital platforms, enhancing visibility and trust. These strengths support reliable client discovery and reinforce the firm’s credibility in the financial advisory space.

Strivent Financial stands out in Ladera Ranch by combining fiduciary integrity, personalized planning, and a deep commitment to helping clients achieve meaningful, lasting financial peace of mind.