Meet The Team

Our boutique financial planning practice allows us to prioritize each individual client and provide a personalized approach. With a team of experienced and knowledgeable advisors, we are dedicated to helping clients achieve their financial goals and secure their financial future. By providing tailored solutions and strategic advice, we empower individuals and families to make informed decisions about their investments, retirement planning, and wealth management. We are committed to building long-term relationships and we believe that financial planning is not a one-time transaction, but an ongoing partnership. By regularly reviewing and adjusting our client's financial plans, we ensure that they stay on track and can adapt to any changes in their lives or the market.

We pride ourselves on delivering exceptional service and attention to detail. We strive to exceed our clients' expectations by providing timely and accurate information, responding promptly to their inquiries, and always putting your best interest first. 

Staff

Allie Earickson

Allie Earickson

Client Service Coordinator

(714) 465 - 5341

(714) 592 - 3229

Our team culture is our top priority. We keep our team small so we can work together to deepen our client relationships. Our clients not only get to know the advisors, but also the staff. When you become a client of Modern Wealth Design, you become part of our community.


Client Centered