Specialties
About Me
With a history of working with clients since 1968, we have developed a thoughtful, comprehensive approach to personal finances that encompasses the major areas of planning.
We think of it as a puzzle cube, where each side is one of the major planning areas. At first glance, solving a puzzle cube may seem impossible. The entire thing may be in disarray, making it difficult to know where to start. Solving one side may not be too challenging, but solving the next side requires preserving the progress made on the first. We find that many "financial professionals" focus solely on solving one side of the puzzle, disregarding the others. This leaves you to navigate the remaining complexities on your own or to continually seek guidance from various professionals, who may or may not consider the full picture. We take a different approach, carefully considering every side and layer of your financial puzzle to provide a comprehensive and integrated solution.
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Credentials
CHFC
Chartered Designations
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Disclosures
Trent Huston, Wealth Advisor | California Insurance License: #0G24740 Trent Huston is a Financial Consultant with and Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and OC Wealth Coach are separate entities from LPL Financial. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Trent Huston AZ, CA, MS, MO, NC, NV, OR.