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portrait of Trisha M Braunstein
FINANCIAL ADVISOR

Trisha M Braunstein

WMCP®
3621 Harbor Blvd Suite 140, Santa Ana, CA 92704opens in a new window
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About Trisha

As an experienced advisor with a passion for helping others achieve financial success, I am grateful to have found my calling as a financial advisor here in Orange County, California. With a background in business, I bring a unique financial perspective and in fact most of my clients themselves are successful business owners and individuals. I collaborate with my clients to develop a tax efficient strategy for sustained, long-term financial success from a holistic approach. I collaborate with my client's trusted professionals, accountants, estate attorneys and their inner family circle for generational wealth planning.

Edward Jones has been serving clients for...

Focus Areas

  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesJuly 2022 to Current
  • AcaciaNovember 2015 to June 2022

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • University of San DiegoBachelors

Personal Interests

  • Traveling
  • Spending Time with Family
  • Community Outreach
  • Home Décor
  • Fine Dining

Team Members

  • Geoffrey Byrd
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(949) 631-7491

Fax

(800) 392-7137

Office Address

3621 Harbor Blvd Suite 140
Santa Ana, CA 92704opens in a new window

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