Strivent Financial of Mission Viejo

Strivent Financial of Mission Viejo is a financial planner in Mission Viejo, CA. The firm provides comprehensive financial planning, including retirement planning, investment management, tax planning, estate planning, and risk management. Serving clients in Orange County and beyond, the firm specializes in assisting Gen X and Baby Boomer generations, particularly those preparing for or navigating retirement. Strivent Financial holds a 5.00 rating.

As a Registered Investment Advisor, the firm operates under a fiduciary standard to put client interests first. The firm utilizes a fee-only structure, meaning clients only pay for advice without commissions, and there are no asset minimums required to work with the firm. Services are offered through three flexible service models and can be conducted in person or virtually via video conference. The firm's approach includes specialized expertise in cash flow management, debt management, tax mitigation strategies, and insurance planning.

Strivent Financial is located on Puerta Real in Mission Viejo, situated just off the 5 freeway and Crown Valley Parkway.

The firm is recognized for providing well-documented business information and maintaining a professional presence. The team is composed of credentialed professionals, including President and Founder Kevin Henss, a Certified Financial Planner™ professional.

Strivent Financial provides dedicated, fiduciary-standard financial planning to help residents in Mission Viejo and the surrounding Orange County area secure their financial futures.