Blair Ashworth, MBA, CFP®, is a CERTIFIED FINANCIAL PLANNER™ Certificant and is proud to uphold the strict code of ethics and professional conduct set forth by The CFP® Board of Standards.

We are a comprehensive financial planning firm and are committed to helping our clients improve their long-term financial success. Our customized strategies are designed to grow, protect, and conserve our clients’ wealth.
 
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information give us a call at 714-784-5362.
 
Thank you for the opportunity to earn your trust and confidence.  We look forward to hearing from you. 

Due to various state regulations, this website is only available to residents of the states listed below.

California, Washington, Florida, Idaho

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Securities offered through Securities Service Network, Inc., A registered broker/dealer. Member FINRA & SIPC.

Fee-based advisory services offered through SSN Advisory, Inc., A registered investment advisor.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
 
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
 
California License #0D28297 To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your drivers license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.
 
Investments products and services available only to residents of :

California (CA), Florida (FL), Washington (WA), Idaho (ID) 
 
Fee-based advisory services are available only to residents of : California (CA)

By entering the website, you attest that you are a resident of one of the states listed above.