10 Best Santa Ana Financial Advisors

Maile Bohlmann - Jeff Morelan with Centaurus Financial is an amazing financial planner! We've worked with him for more than 10 years and he keeps track of so many details for us and is very proactive about meeting up when there are decisions to be made. We've worked through financial planning in so many different areas, including stock options, education funding, estate planning, home project budgeting, retirement, etc. Love working with him!