About Company

Periscope Wealth Advisors is a retirement planning and wealth management firm with offices in Anaheim Hills and San Luis Obispo, California. The company specializes in helping clients navigate the complexities of retirement planning, tax strategy, and investment management. Periscope Wealth Advisors offers a highly personalized approach, guiding clients through a comprehensive financial planning process that addresses key retirement questions such as spending limits, tax reduction, Social Security optimization, and legacy planning. The firm emphasizes education and client empowerment through workshops and resources, aiming to increase clients' confidence and help them achieve the retirement they deserve. With a commitment to exceptional service, Periscope Wealth Advisors supports ongoing client relationships and real-time financial decision-making.

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