Financial Advisors in Irvine, CA
2040 Main Street
Suite 720
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. 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. 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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Philip Ho
CFP®
Senior Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Ryan Lewis
Client Service Specialist
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Christopher Gibbons
CFP®
Associate Vice President, Client Development
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Daniel Kean
Senior Manager, Advisory Leadership Team
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David Bosch
Senior Manager, Portfolio Trading
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Bryan Turnbow
Regional Vice President
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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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.
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October 19, 2026
Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.
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October 12, 2026
How To Manage a Financial Windfall: An 8-Step Guide
A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps for aligning your windfall with your personal financial goals.
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