JS
Joseph Szal
from Tempus Wealth Planning, LLC
Joseph Szal is a financial advisor based in California, Irvine,
with 33 years of experience. Joseph currently works for
Tempus Wealth Planning, LLC.
Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Szal works at Tempus Wealth Planning, LLC
Tempus Wealth Planning, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $281,552,468 of assets under management and employs about 11 people. Tempus Wealth Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 Spectrum Center Drive, Suite 1070, Irvine, California, 92618
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