San Clemente, CA
Meet Our Advisory Team
501 North El Camino Real, Suite 200, San Clemente, CA, 92672, USA
Our San Clemente-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team also has deep experience serving professionals in the Southern Orange County area, working with corporate employees and other companies to set up their retirement for success. If you’re searching for a financial advisor in San Clemente, CA, our team is ready to support you and your financial goals.*
Our San Clemente Advisory Team
Charles Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Jeffrey Mantoani
Director of Operations
Jennifer Mintle
Senior Client Service Associate
Paul Duncan, CFS
Partner, Senior Wealth Advisor
Ryan Williams
Client Service Associate
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our San Clemente team if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.