Apex Financial Services Group

500 N. State College Blvd. Suite 1100
Orange, CA 92868
  • (714) 919-4446
  • (714) 919-4447


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Welcome to Apex Financial Services Group! We are an independent financial services firm that specializes in comprehensive financial planning and assisting professionals who are going through an employment transition as a result of a career, employment change, or other circumstance. We help our clients navigate through many of the federal and state programs that may be available to them, depending on their specific situation. We realize that financial advice is an ongoing need and coordinating all aspects of your financial life can be a daunting task. Therefore, we will not only help you build your investment portfolio, but a plan for every stage of your financial life. We believe that a professional and long-lasting relationship with each one of our clients is founded on understanding, transparency and open communication. We are dedicated to serve all of our clients with integrity and dedication. 

Unlike many other financial services companies, we do not market any proprietary investment services, providing us with the flexibility necessary to provide our clients with a broad array of financial strategies that are customized based on their specific needs and goals. We believe there are two ways to face the future. One-way is with apprehension; the other is with anticipation. Our goal is to help you face the future with anticipation. We look forward to discussing with you how we can help you. 

Should you have any questions or would like to schedule a meeting, please call us at (714) 919-4446. We look forward to meeting with you! 



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck