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WealthWise Financial ServicesFinancial advisor in Irvine, CA

WealthWise Financial Services is a financial advisor at 9070 Irvine Center Dr Ste 230, Irvine, CA 92618, ranked #30 of 120 wealth managers in Irvine and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Irvine, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 748-1177Website ↗

Key facts

Key facts about WealthWise Financial Services
Address9070 Irvine Center Dr Ste 230, Irvine, CA 92618Get directions
Phone(949) 748-1177
Websitewealthwisefinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Financial Plannersadditional Google category

Service area

Serves Irvine and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Laguna Beach, Ladera Ranch, Rancho Santa Margarita, Laguna Niguel and Tustin.

Based in Irvine, CAView on map

Opening hours

Opening hours for WealthWise Financial Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about WealthWise Financial Services

How is WealthWise Financial Services ranked in Irvine?

WealthWise Financial Services is ranked #30 of 120 wealth managers in Irvine by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthWise Financial Services’ hours?

WealthWise Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthWise Financial Services serve?

Serves Irvine and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Laguna Beach, Ladera Ranch, Rancho Santa Margarita, Laguna Niguel and Tustin. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthWise Financial Services?

WealthWise Financial Services has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthWise Financial Services?

Call WealthWise Financial Services on (949) 748-1177. The business is at 9070 Irvine Center Dr Ste 230, Irvine, CA 92618. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthWise Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WealthWise Financial Services (this business)—655.0 (8)NoNo
Tidecrest Wealth Management, LLC#28655.0 (13)NoNo8.1 mi
Modern Wealth Advisors#29655.0 (12)——9.0 mi
Fourth Point Wealth#31655.0 (9)NoNo7.4 mi

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