MPW Orange County Office

300 Spectrum Center Dr. Suite 845

Irvine, CA 92618

Our team in Orange County proudly serves individuals and businesses with investment products and services offered through the Wells Fargo Advisors Financial Network.

Contact us today for a consultation.

James

Vale CRPC™ CFP®

Managing Director, Owner
Senior PIM® Portfolio Manager
Irvine, CA

Robert

Rotstan

Managing Director, Owner
Senior PIM® Portfolio Manager
Irvine, CA

James

Ritchie

Managing Director, Owner
Senior PIM® Portfolio Manager
Irvine, CA

Curtis

Rach

Managing Director, Owner
Irvine, CA

Alan

Watts

Managing Director, Owner
Irvine, CA

Jud

Crary

Executive Vice President
Senior Financial Advisor
Irvine, CA

Brian

Stewart

Managing Director, Owner
Irvine, CA

Courtney

Cramer

Senior Registered Client Associate
Irvine, CA

Samantha

Worden

Senior Client Associate
Irvine, CA

Jeff
Burton

Partner
Charleston, SC
843-471-2653

Frank
Dirks

Financial Advisor
Charleston, SC
843-471-2639

Jessica
Harper, CFP®

Partner
Charleston, SC
843-471-2644

Kim
Mathewes

Operations/
Administrative Manager
Charleston, SC
843-471-2641

Teresa
Mello

Senior Administrative Associate
Charleston, SC
843-471-2640

Catherine
Meyer

Client Associate
Charleston, SC
843-471-2634

Steven
Meyer

Partner
Charleston, SC
843-471-2659

Bill
Rouse

Partner
Charleston, SC
843-471-2648