Company Overview
- Headquarters
- 100 Spectrum Center Drive, Costa Mesa CA
- Website
- frehnerwealth.com
- Employees
- 3
- Founded in
- 2003
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Frehner Wealth Management
Frehner Wealth Management is a financial institution based in Costa Mesa, California. The firm employs three people and generates annual revenue of $2.5 million. Their core mission centers around guiding clients towards informed financial decisions through education, communication, and personalized service. Frehner Wealth Management offers comprehensive financial planning services designed to help clients achieve their life goals. They specialize in interconnected financial planning, recognizing the complex relationships between tax planning, investment management, estate planning, and cash flow management. The firm distinguishes itself through a "360º financial perspective" approach, acting as a family's CFO to develop innovative, client-centric solutions. Their goal is to reduce client stress while facilitating the accomplishment of their financial objectives. Clients can learn more about Frehner Wealth Management's services by visiting their website at frehnerwealth.com.
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |