Financial Planning is not just a one-time occurrence, but an on-going process of making sure you are invested in the best product to meet your financial goals as they change throughout life. Continuity of service is critical to seeing your plan through to fruition. We have been assisting clients with investments and financial planning since 1987. Though Broker/Dealers and banks have come and gone, we have continued to provide years of uninterrupted service to our clients. We are here to help you reach your financial needs and goals for the future through a variety of services and products.

As an independent broker-dealer we are committed to providing you the highest quality service. Because we are independent we have the freedom to offer you the products that will best fit your needs.

Securities & Investments offered:
• Mutual Funds
• Fee Based Managed Accounts
• Retirement accounts and plans:
• Annuities
• Education Saving Plans, 529’s
• Insurance
• Social Screens

If you would like to schedule an appointment with one of our Financial Advisors please call us at 562-946-6636 or email us at Katie@crownmail.net

All securities and investments are offered through Crown Capital Securities, LP. Crown Capital is a full-service broker-dealer serving independent professionals nationwide.

Crown Capital Securities, L.P. (www.crowncapitalsecurities.com)
725 Town & Country Rd, Suite 530, Orange, CA 92868
Member FINRA (www.finra.org) and SIPC (www.sipc.org)