Our Firm

Magdaleno Financial Services is an independent advisory firm providing prudent, goal focused, financial and investment guidance to our clients.

A Hispanic owned firm based in Newport Beach, CA, the services we provide include comprehensive financial planning recommendations, investment selection and monitoring, and assisting clients in making informed personalized wealth management decisions.

As an independent firm we provide strategic investment advice focusing on growing and preserving assets by implementing appropriate investment strategies. Doing what is in the best interest of our clients is paramount in our client advisor relationships.

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