News & Events

New Advisor Joining MWD!

New Advisor Joining MWD!

We would like to introduce a new advisor joining Modern Wealth Design - Joshua Belkin! Josh has been in the industry for over 25 years and is excited to be part of a boutique firm that focuses on comprehensive financial planning. His passion is working with the wrestling community and helping his clients achieve financial independence. Josh is located in San Diego, California.


May, 2024

Nasdaq Visit in New York

Nasdaq Visit in New York

Adam and Nicole had an incredible experience working out of the Nasdaq Building in Times Square. They got to tour the Nasdaq Museum and ended the day by watching the markets close with a front row view of the closing bell ceremony. Thank you Athene for inviting us to this amazing event!


April, 2024

Advisor Excellence Forum in Tampa

Advisor Excellence Forum in Tampa

Nicole and Adam attended the Advisor Excellence Form held by J.W. Cole Financial in Tampa, FL. A select group of advisors from all over the country were invited to connect and share best practices. They also did a fun exercise where they exchanged their favorite business book.


February, 2024

Toy & Gift Drive

Toy & Gift Drive

The Modern Wealth Design team volunteered with Friendly Center in Orange for their Toy & Gift Drive Distribution. Thanks to several generous donations the center received, we were able to help distribute toys to over a thousand families and children.


December, 2023

Hannah Sponsoring Mom Walk Collective

Hannah Sponsoring Mom Walk Collective

Hannah was a sponsor at the 1-Year Anniversary party for the Mom Walk Collective Orange. She talked to the moms about our Financial Planning Platforms and how we can help them. She also raffled off MWD piggy banks to 2 lucky moms!


November, 2023

JW Cole's Symposium Theme: Movie Characters

JW Cole's Symposium Theme: Movie Characters

We had a blast dressing up at the awards dinner at JW Cole's Financial Advisor Symposium. Adam as Wayne from Wayne's World, Nicole as Velma from Scooby Doo, and Hannah as Sandy from Grease. 


October, 2024

JW Cole Annual Financial Advisor Symposium

JW Cole Annual Financial Advisor Symposium

Our Broker Dealer, JW Cole, hosted their Annual Financial Advisor Symposium in Phoenix, Arizona. It was great to mingle and network with other advisors and teams across the country. We learned about new solutions we can offer our clients, marketing strategies, and economic updates. 


October, 2023

JWCollege for Staff

JWCollege for Staff

Each year our Broker Dealer, JW Cole, hosts JWCollege! Our Client Service Coordinator, Allie, attended in Tampa, Florida to meet other staff members and learn best practices from other teams. 


September, 2023

MWD in the Community

MWD in the Community

The Modern Wealth Design team volunteered with Friendly Center in Orange for their Food Drive Distribution. We helped distribute food to underprivileged families and can't wait for more volunteer events.


September, 2023

Hannah passes CFP exam!

Hannah passes CFP exam!

The Certified Financial Planner exam is a rigorous test that covers various areas of financial planning. This designation is considered one of the most respected and comprehensive certifications in our industry.


May, 2023

Adam joins Orange Chamber Board of Directors

Adam joins Orange Chamber Board of Directors

Adam was voted on as a member of the Board of Directors for the Orange Chamber of Commerce. Adam will fit right in as he has a passion for helping other local businesses succeed all while helping support the community.


March, 2023

Hannah gets Married!

Hannah gets Married!

Hannah and her husband Brian eloped at the Santa Barbara County Courthouse. They had an amazing weekend with stunning ocean views, the beautiful courthouse, and the nearby wine country.


January, 2023

Christmas Tree Lighting

Christmas Tree Lighting

Modern Wealth Design hosted a booth at the Annual Christmas Tree Lighting Ceremony in the Orange Circle. We had hundreds of families stop by our booth to take photos in front of our festive holiday photo station.


December, 2022

Financial Literacy Presentation 

Financial Literacy Presentation 

Modern Wealth Design presented to the students of South Coast College on Financial Literacy. We explained Cash Flow Management and Budgeting, Debt Strategies, and how to get started with investing. 


November, 2022

Client Appreciation Event

Client Appreciation Event

Modern Wealth Design hosted our Client Appreciation Event at the Bowers Museum in Santa Ana. Our clients enjoyed a 4-course meal along with wine pairings in their beautiful courtyard.


October, 2022

Nicole on Wheel of Fortune!

Nicole on Wheel of Fortune!

Nicole was able to compete on her favorite game show, Wheel of Fortune! She was so excited to finally cross this off her bucket list. Fun fact: Nicole and Pat Sajak share the same birthday!


October, 2022

JW Cole's Symposium Theme: Musicians 

JW Cole's Symposium Theme: Musicians 

We had a blast dressing up at the awards dinner at JW Cole's Financial Advisor Symposium. Nicole as Selena, Adam as Freddie Mercury, and Hannah as Carrie Underwood. 


September, 2022

JW Cole Annual Financial Advisor Symposium

JW Cole Annual Financial Advisor Symposium

Our Broker Dealer, JW Cole, hosted their Annual Financial Advisor Symposium in Nashville, Tennessee. It was great to mingle and network with other advisors and teams across the country. We learned about new solutions we can offer our clients, marketing strategies, and economic updates. 


September, 2022

Ribbon Cutting 1-Year Anniversary in Orange

Ribbon Cutting 1-Year Anniversary in Orange

The Orange Chamber hosted a Ribbon Cutting for us in celebration of our 1-Year Anniversary in Orange! We had snacks, drinks, and a raffle as friends, neighbors, and members of the community celebrated with us. 


August, 2022

Senior Center in Orange Presentation

Senior Center in Orange Presentation

We presented at the Orange Senior Center across the street from our office on Investment Planning and Estate Planning. We also had special Guest, William London, Attorney at Law, join us.


July, 2022

Business Networking Group Presentation

Business Networking Group Presentation

We presented at the Orange Chamber of Commerce Business Networking Group luncheon. We discussed our comprehensive financial planning process for young professionals, families, business owners, and retirees.


June, 2022 

InsuranceNewsNet Magazine Feature

InsuranceNewsNet Magazine Feature

Modern Wealth Design was featured in InsuranceNewsNet Magazine's issue "Social Selling." Nicole explains how our team uses different social media platforms to interact and engage with clients of all ages, especially young professionals!


May, 2022

Orange Plaza Review Feature

Orange Plaza Review Feature

We were featured in the Orange Plaza Newspaper in their "New to the Neighborhood" section. Adam and Nicole discuss opening the new office in Orange and why our team is so passionate about financial planning for all age groups.


February, 2022

Christmas Tree Lighting

Christmas Tree Lighting

Modern Wealth Design hosted a booth at the Annual Christmas Tree Lighting Ceremony in the Orange Circle. We had hundreds of families stop by our booth to take photos in front of our festive holiday photo station.


December, 2021

Joined Orange Chamber of Commerce

Joined Orange Chamber of Commerce

As we had just moved our office to the Orange Circle, it was no surprise that we joined the Orange Chamber of Commerce. We've enjoyed networking with other chamber members and business owners.

October, 2021

We Moved to Old Towne Orange!

We Moved to Old Towne Orange!

Our team moved our office from Irvine to the Historic Old Towne Orange Circle. We have always loved the community, antique shops, and restaurants here and are excited to have our clients meet us here going forward.


October, 2021

Client Appreciation Event

Client Appreciation Event

We hosted a Client Appreciation for our "Modern Platform" clients at Brewheim in Anaheim. It was so much fun socializing over tacos, drinks, and desserts.


September, 2021

Hannah gets Engaged! 

Hannah gets Engaged! 

One of Hannah's favorite vacation spots is Lake Tahoe and Brian surprised her with a proposal! 


August, 2021

Nicole gets Married!

Nicole gets Married!

Nicole got married in Montego Bay, Jamaica to her husband Max! Adam and Hannah were also there to celebrate and spend the week in the Caribbean.


May, 2021

Career Day

Career Day

Nicole presented to Parras Middle School in Redondo Beach about what a Financial Planner does, how to get started, and a typical work day for us. Nicole had a blast sharing our career to 6th - 8th graders, as they had a ton of questions and excitement.


March, 2021

CSUF Business News Feature

CSUF Business News Feature

Modern Wealth Design was featured in Cal State Fullerton's Business News! As graduates of CSUF, we talked about the start of our business, how CSUF helped us prepare for this career, and pieces of financial advice for young professionals.


February, 2021

Client Appreciation Event at Segerstrom

Client Appreciation Event at Segerstrom

We held our first Client Appreciation Event at Segerstrom Center for the Arts where we had a private chef teach us how to make raviolis. We each had customized aprons and paired each dish with a different wine. 


August, 2019