Tempus Wealth Planning LLC

Overview

Tempus Wealth Planning LLC is a financial advisory firm based in Irvine, California, offering comprehensive wealth management and investment services. The firm specializes in providing personalized financial planning, investment management, and retirement planning to individuals and families. As a Registered Investment Adviser (RIA), Tempus Wealth Planning is committed to acting in the best interests of its clients, adhering to fiduciary standards that prioritize client needs above all else. The firm's fee-only structure ensures that clients receive unbiased advice without conflicts of interest, as they do not accept commissions or other payments for the sale of financial products. The team comprises professionals with industry-leading certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning CounselorSM (CRPC®), and Accredited Portfolio Management Advisor℠ (APMA®), reflecting their dedication to maintaining high standards of financial expertise and ethical conduct. Tempus Wealth Planning offers a range of services, including investment management, personal financial planning, retirement planning, risk assessment, and fee-efficient investing. Their investment philosophy is grounded in time-tested science and discipline, focusing on controllable factors such as risk management, investment costs, and tax efficiency. The firm emphasizes collaboration and education, working closely with clients to develop customized solutions that align with their unique financial goals and circumstances. Regular communication and ongoing portfolio monitoring are integral to their approach, ensuring that clients' investments remain aligned with their objectives and adapting to changing market conditions. With over six decades of combined experience, the team at Tempus Wealth Planning is equipped to provide comprehensive financial guidance, helping clients navigate complex financial landscapes and work toward long-term success. Their holistic approach considers all aspects of a client's financial life, aiming to simplify and streamline financial management while fostering a deep understanding of the investment process. This commitment to education and personalized service underscores their dedication to building lasting relationships and empowering clients to make informed financial decisions.

Investment Focus

• Accredited investor status required for certain investment opportunities
• Commitment to long-term investment horizon
• Alignment with firm's investment philosophy focusing on risk management, cost efficiency, and tax optimization
• Willingness to engage in regular portfolio reviews and financial planning sessions

Portfolio Companies