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portrait of Craig E Shipcott
FINANCIAL ADVISOR

Craig E Shipcott

AAMS™
790 The City Drive S Ste 430, Orange, CA 92868opens in a new window
CallSend Me a Message

About Craig

I believe one of the most important traits a financial advisor should have is the ability to listen. From the beginning of our first conversation, I will ask you what you want to talk about and from there, we will begin to identify what is most important to you. I truly enjoy getting to know our clients, discovering each person's unique experiences and discovering how we can best work together.

We know that retirement has changed from what we experienced watching our parents and grandparents retire. The single question of "will I have enough money to retire" has grown into...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options

Work History

  • Edward JonesJanuary 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pepperdine UniversityMaster of Business Admin
  • Univ of Redlands-RedlandsBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Running
  • Cycling
  • Triathlons

Team Members

  • Diana Bortis
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(714) 639-3561

Fax

(877) 279-1227

Office Address

790 The City Drive S Ste 430
Orange, CA 92868opens in a new window

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