About

ABS is experienced in developing intelligent long-term strategies that meet the financial needs of individuals and businesses. Located in Newport Beach, CA, ABS is firmly committed to providing our clients throughout the U.S. with expertise, sound strategies and great service.

Many financial services representatives focus on finding the right clients for their products and services. We take the reverse approach, focusing on the unique needs of each individual or business.

Our Needs-Based Approach

• Invest the time to understand your current financial situation.
• Work together to help you determine your financial priorities.
• Provide recommendations to the financial needs we have identified.
• Agree on the course of action aimed at accomplishing your financial objectives.

Our clients find comfort knowing that ABS is a strong and knowledgeable partner offering them personalized service and the resources of a substantial organization, Securian Financial Services, Inc. We make a long-term commitment to support our clients continued growth and success throughout the different stages of life: wealth accumulation, management, and transfer.

Click here to view the Executive Profiles.