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bill@tricirclefinancial.com
714-560-1679    

rachel@tricirclefinancial.com
714-560-9022    

Tri-Circle Financial Strategies

Tri-Circle Financial Strategies

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Clear and Straightforward Financial Guidance For

Individuals, Families and Businesses

Our mission is to help make your financial life as simple and harmonious as possible.

How can we help you?

Clear and Straightforward Financial Guidance For

Individuals, Families and Businesses

Our mission is to help make your financial life as simple and harmonious as possible.

How can we help you?

Clear and Straightforward Financial Guidance For

Individuals, Families and Businesses

Our mission is to help make your financial life as simple and harmonious as possible.

How can we help you?

 

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WE LOVE OUR CLIENTS

How can we work with you?

Individuals

What are your goals and dreams? What plans have you made for your future? What can we do to support you along the way?

Families

What are your goals and dreams for you and your family? What plans have you made for your future? What can we do to support you along the way?

Business Owners

Family owned businesses are complex and planning for an internal succession is challenging. So where to start?

We believe that understanding your risk profile and how to match it up with different investments is critically important. One of the tools that we use is a web-based Investment Risk Profile.

To find out your “Risk Number”, click the Free Risk Profile button.

Check the background of this investment professional on FINRA's BrokerCheck

 

FINRA BrokerCheck

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Rachel Owens

AIF

Financial Consultant

Rachel has devoted herself to assisting women-owned and family owned businesses pursue the goal of growing and passing-on their companies. ...

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Bill Sornstein, AIF

Financial Consultant

Together with Rachel Owens, Bill has worked to help family owned businesses design and implement succession plans to pass their businesses to the...

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Tori Patrick

Financial Consultant

Tori Patrick is the founder and President of Progressive Strategies Financial Group, a comprehensive wealth management firm serving clients across...

Contact info


  •   1633 E. 4th Street, Suite 216, Santa Ana, California 92701
  •   rachel@tricirclefinancial.com
  •   714-560-9022
  •   bill@tricirclefinancial.com
  •   714-560-1679

William Sornstein
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0539924

Rachel Owens
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0714190

Rachel Owens and William Sornstein are Registered Representatives with, and securities and advisory services are offered through, LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Nevada, and Texas.

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