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
Academic Financial Services is an independent Financial Planning Firm and it is our pleasure to educate and help our clients and the people they love.
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
Interests & Community Participation
- Paddle for the Cure
- Navy Seals
- Participation at varied school events
- Orange Coast College
NIME (National Insurance Marketing Executives)
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.
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