
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
Monday through Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 2:00 pm
Weekends, by appointment
Welcome
My years of experience as an Investment Adviser Representative and a licensed insurance agent give me the ability to analyze each unique situation and make recommendations in a comprehensive way.
Together, we take a detailed assessment of each client based on their individual goals, objectives, time horizon, and risk tolerance to help them see the big picture.
As a fiduciary, I have a commitment to keeping our Client First. Through teamwork, we strive to provide quality service. Some of the areas I focus on are 401(k) optimization solutions, income planning and strategies designed to minimize future taxation.
Areas of Focus
- Wealth Management
- Retirement Planning
- Investment Strategies
- Life Insurance Solutions
- College Savings Strategies
- STRS, PERS, FERS Retirement Planning
- Financial Education
- Women in Transition
- 401(k) rollovers
- Tax Strategies
- Annuities
Interests & Community Participation
- Paddle for the Cure
- Navy Seals
- Participation at human resources and school events
Education
- Orange Coast College
- USC
Associations
Financial Leadership Forum

MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
Yes, I would like Neil Higger to contact me.
*All Fields Required