Our Affiliates

Investment Advisors, Financial Planners & Accountancy

We work closely with these professionals when our clients need specialized services.  I have worked with these folks on several client projects and I have great trust in their expertise.

Eric A. Noyes, CFP, CRPC, CFM

Senior Vice President, Wealth Advisor
Morgan Stanley Smith Barney
660 Newport Center Drive, Suite 1100
Newport Beach, CA 92660
949-717-5333 FAX


Mark Royal, CLU, CFP
Royal Financial
20101 S.W Birch Street, Suite 200
Newport Beach, CA 92660
949-660-8869, ext. 203
949-203-6439 FAX


Mike Craig, CPA 
(Located in our Office)
24672 San Juan Ave STE 103
Dana Point, CA 92629