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Neil Higger
Investment Adviser Representative
OFFICE: 714.803.0333


SERVICE AREA:
California, Texas
OFFICE LOCATION
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708


HOURS
Monday through Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 2:00 pm
Weekends, by appointment
CONNECT WITH ME:
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

 

Royal Fund Management Office
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