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Meet Our Team

Our Mission

At Focus Wealth Advisors, our mission is to provide personalized financial guidance and innovative solutions that empower our clients to pursue their financial goals with confidence and clarity. We are dedicated to building lasting relationships based on trust, integrity, and a deep understanding of each client's unique needs.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Focus wealth advisors difference

Our first priority is helping you take care of yourself and your family. We want to get to know and understand you; your needs, wants, and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation to success.

Our site is filled with educational videos, articles, and calculators designed to help you learn more. As you search our site, reach out regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.

Ready To Get Started? We're Here to Help.

Let's Chat

Office Staff

Dina  Nufer

Dina Nufer

Office Manager l Client Service Manager

(949) 660-0088 ext. 302

Rachael  Franklin

Rachael Franklin

Marketing Manager | Wealth Advisor Assistant

(949) 660-0088 ext. 303

Have A Question? Talk With An Advisor Today.

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