Financial Advisors in Irvine, CA on Main Street
2040 Main Street, Irvine, CA, USA
Irvine, CA 92614
Focus Partners is your locally based investment advisor in Irvine, CA, on Main Street - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. As proud members of the Irvine community, just minutes from John Wayne Airport, UC Irvine, and Orange County’s beautiful beach communities, we are your neighbor and financial partner, passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Irvine, CA, on Main Street. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Irvine Team
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Aksana Munoz
QKA®, CPFA
Retirement Client Service Manager
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Antonia Lipovac
Retirement Client Service Associate
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Arash Navi
CFA, CPA, CFP®
Senior Wealth Advisor
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Braden Priest
CFA
Senior Retirement Plan Consultant
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Chad Noorani
Senior Retirement Plan Consultant
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Christopher Rowey
AIF
Senior Retirement Plan Consultant
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Darren Stewart
Senior Retirement Plan Consultant
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Erin Schullery
Retirement Client Service Associate
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Henry VanBuskirk
CFP®
Wealth Advisor
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Keith Johnson
CFP®
Financial Planner
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Laura Pistoresi
Client Service Manager
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Martina Schackman
CFA, CFP®
Senior Retirement Plan Consultant
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Melissa Ronnie
FPQP®
Client Service Specialist
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Michael Allbee
CFP®
Senior Wealth Advisor
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Nicole Chou
Retirement Client Service Associate
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Paul Horn
CFP®
Senior Wealth Advisor
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Robert Verdugo
APMA®, CMFC®
Senior Portfolio Trader
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Sophia Liu
CFP®, CDFA®, CLU®
Financial Planner
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Steven Yamshon
Senior Wealth Advisor, Portfolio Manager
Institutional Services Team
Our Institutional Services team provides advisory services for retirement plans in both the public and private sectors. Through custom, process-driven strategies, we tailor our approach to clients’ unique needs with services including, but not limited to:
- Investment consulting
- Fiduciary compliance consulting
- Provider search and selection
- Vendor contract negotiations and benchmarking
- Plan cost evaluation
- Employee education/communication
We provide plan sponsors, committees and fiduciaries with education on their responsibilities to their plan, participants and beneficiaries. Our team of consultants focuses exclusively on providing institutional services designed for you and your employees.
Dig even deeper.
What’s it like to become a Focus Partners client? Download our brochure to learn more.
Enjoy some of our latest resources
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November 02, 2026
Year-End Tax Planning for Dental and Medical Practice Owners
Year-end tax planning helps dental and medical practice owners manage taxes, cash flow, and long-term wealth. Through strategic coordination, owners can make more calculated decisions and maximize the value of available deductions.
Read the article -
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article