Regal Wealth Group We specialize in fee-only, actively managed, investment advice. We provide financial and estate planning. Our clients are pre-retirees, retirees, widows, corporate executives, and small business owners. We manage IRA's, non-retirement accounts, and family trust investments. We meet quarterly or as your needs dictate. As a fiduciary, we do not receive commissions on any investments. We invest in exchange traded funds (ETF's), no-load mutual funds, and U.S. Government bonds to minimize your costs. Initial consultations are free. Regal Wealth Group is an SEC Registered Investment Advisor.

Located at:
12501 Seal Beach Blvd. Ste. 280

Phone:
562.799.1929 800.381.7431

Website:
Regalwealthgroup

Hours:
Mon - Fri. 9:00am - 5:00pm