Does your mortgage service care about your financial situation?

When we commenced Wealth Management Financial Advisors, we had only one goal: to help our clients get the best, affordable, sustainable modified mortgage payment period.

Even though, this philosophy will continuously be what drives WMFA. We realized, along the way, the need for personal financial planning for individuals and families who are typically overlooked by the financial service industry.

When you are ready to realize that you can become financially fit starting from where you are, and you need an advisor that care about your financial future, call WMFAT today.

We are redefining personal financial planning to help you become financially fit:

  • Personal Financial Fitness® A comprehensive overview of all aspects of your financial life, centered around what’s most important to you

  • Retirement Financial Fitness® A complete analysis of your financial standing as you near or enter retirement

  • Business Owner’s Financial Fitness® A thorough review of your personal finances, specifically tailored to business owners

  • Action PlanA foundational approach to financial planning for those in their 20s and 30s

Featured Posts


Follow Me
  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey Instagram Icon
  • Grey Pinterest Icon

3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

  • Facebook - White Circle
  • Twitter - White Circle
  • White Yelp Icon
  • LinkedIn - White Circle
  • YouTube - White Circle

© 2020 Wealth Management Financial Advisors and Wealth Management Realty. All rights reserved. DRE License #01947554, DRE License #01916123

This website is owned by a private company that offers business advice, information, and other services related to the formation, financing, operation, and management of businesses. All users should perform their own due diligence and research. This website is not a lender and does not broker loans, make loans, or make any credit decisions. We have no affiliation with any government agency. Nothing on this website is an offer or a solicitation for a loan. This website is not an agent, representative, or broker of any lender and does not endorse or charge you for any service or product. None of the information on this site constitutes legal advice.

You also understand that we are not affiliated with the Small Business Administration (SBA). If you need to visit the SBA directly please click here: