Emerald Blue Advisors

Boutique Firm.
Unique Strategies.

Wealth Management & Retirement Planning
in Laguna Hills,
California

Get Your Unique Financial Plan

At Emerald Blue Advisors, begin a financial journey uniquely crafted to fit your specific needs.. We have the experience to help you craft a financial plan that aligns seamlessly with your distinct retirement goals. Experience a smooth transition into your retirement's distribution phase. Let us ensure your retirement strategy is as unique as you are, maximizing your financial potential while minimizing tax implications.

Assess

Comprehensive evaluation of all your retirement assets, including savings accounts, 401(k) & IRA, pensions, and other investments.

Spending Goals

Calculate expected retirement expenses. Find the balance between the need for immediate income and preserving capital for future years.

Withdrawal Plan

Based on available assets, income sources, & retirement expenses we can devise a strategic withdrawal plan for your retirement.

Client space is limited, if you're interested in working with Emerald Blue Schedule a complimentary consultation with us today.

Proudly serving families, individuals, business owners, retirees and people nearing retirement in California and Arizona since 2012.

 

Your Financial Partner

“At our boutique fiduciary investment advisory firm, we are committed to empowering and informing our clients through a personalized approach to financial planning. We recognize that each individual's financial journey is unique, shaped by their aspirations, goals and life circumstances. We stand as a steadfast partner in our clients' journey towards financial stability and confidence.”


— Rola Hajeb, Investment Advisor

Retirement & Financial Advising Strategies

Personalized Financial Plans For Your Unique Situation

At Emerald Blue, we specialize in creating bespoke financial strategies for affluent individuals & families. Our approach is distinctly personalized, recognizing that each client's financial landscape is as unique as their aspirations. As a boutique firm, we pride ourselves on offering an exclusive service experience, meticulously tailoring every aspect of your financial plan to align with your specific needs and goals. 

Blind Sided

Facing the financial realities of traditional retirement

“At our boutique fiduciary investment advisory firm, we are committed to empowering and informing our clients through a personalized approach to financial planning. We recognize that each individual's financial journey is unique, shaped by their aspirations, goals and life circumstances. We stand as a steadfast partner in our clients' journey towards financial stability and confidence.”


- Rola Hajeb, Principal

Blind Sided
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