Broker Check

15560-C Rockfield Boulevard
Irvine, CA 92618

Alex Wahba

(949) 380-1978


Certified Wealth Strategist

A Wealth Strategist:

  • Understands and uncovers the key wealth issues high net-worth clients face 
  • Understands their clients’ situation, future, feelings, and family dynamics – the big picture of where they need to be – and helps to reconcile any gaps 
  • Places these issues in the context of a wealth management strategy 
  • Forms reasonable and logical opinions for addressing each set of issues and for bringing in appropriate resources 
  • Acts as an emotional counselor, relying on a disciplined process to achieve client goals

A Certified Wealth Strategist®:

  • Has the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market 
  • Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients 
  • Has the competence to identify issues and assume the lead role in analysis with other experts as needed 
  • Provides ideas, suggestions, and alternatives for addressing your specific issues 
  • Is your “Trusted Advisor”

A Certified Wealth Strategist® strives to help clients:

  • Create and grow wealth 
  • Protect and preserve their wealth 
  • Plan for the distribution of their wealth during life in the most tax-advantaged way 
  • Plan for the distribution of their wealth at death in the most tax-advantaged way