Tri-Circle Financial & Insurance Services
1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701

Phone: 714-560-9022
Fax: 714-560-0422

Managing Directors

Rachel Owens
Phone: 714-560-9022
Fax: 714-560-0422
Email: rachel@tricirclefinancial.com

Bill Sornstein
Phone: 714-560-1679
Fax: 714-560-0422
Email: bill@tricirclefinancial.com

Ed Motley
Phone: 714-835-1839
Fax: 714-560-0422
Email: edm@tricirclefinancial.com

Edward T. Motley is a Registered Principal and Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through Linsco/Private Ledger (LPL), a Registered Investment Advisor, member FINRA / SIPC.

The Linsco/Private Ledger registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Nevada and Ohio.