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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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LPL Financial Account Log-In – Provides secure access for LPL Financial account holders.

LPL Research Blog – Get the latest research and market updates from LPL Financial’s Research Team at lplresearch.com.

National Association of Women Business Owners – The Orange County Chapter of NAWBO.  Rachel Owens was one of chapter founders in 1991.

Harvard Business Review blogs – You can subscribe to the HBR blogs for free.  Contains many great insights for managers and business owners.

National Women Business Owners Corporation – The NWBOC certifies women business owners as a Woman Business Enterprises (WBE) and/or Women Owned Small Business (WOSB) for specific Federal Government contracting opportunities.

Women Business Enterprise National Council – WBENC also certifies women owned businesses.  This certification is recognized by many government and corporate entities.

Center for Retirement Research at Boston College – Their paper on Managing Your Money in Retirement can be accessed on our Retirement Services page (used with permission).

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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.

 

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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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