#3: Meet James Hass, CFP®: Providing Financial Planning & Wealth Management in Irvine, CA at Maven Group episode artwork

EPISODE · May 22, 2025 · 9 MIN

#3: Meet James Hass, CFP®: Providing Financial Planning & Wealth Management in Irvine, CA at Maven Group

from Maven Money Talks · host Paolo Quiroga

In this insightful episode, we introduce James Hass, CFP® a financial advisor at Maven Group Investment Strategies, located in Irvine, CA. James has years of experience helping individuals, families, and business owners in Orange County with personalized financial planning and wealth management solutions. As a CERTIFIED FINANCIAL PLANNER®, James is dedicated to guiding clients through the complexities of financial planning, retirement strategies, investment management, and estate planning, helping them achieve long-term financial success.   If you’re searching for a financial advisor or financial planner in Irvine or anywhere in Orange County, James’s expertise can help you create a comprehensive plan tailored to your unique needs and goals. Whether you’re planning for retirement, looking to grow your wealth, or want to ensure financial security for your family, James is here to offer guidance every step of the way.   Subscribe to stay informed about the latest trends in wealth management and financial planning from Maven Group Investment Strategies, and learn how our team can help you design your ideal financial future.   #FinancialAdvisor #CFP #FinancialPlanner #WealthManagement #Irvine #OrangeCounty #RetirementPlanning #InvestmentStrategies #MavenGroup

Episode metadata supplied by the publisher feed · Published May 22, 2025

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#3: Meet James Hass, CFP®: Providing Financial Planning & Wealth Management in Irvine, CA at Maven Group

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