Lynn  Frehner,  CFP<sup>&reg;</sup> - Financial Advisor

Lynn Frehner, CFP®

President

Frehner Wealth Management

300 Spectrum Center Drive, Suite 1135
Irvine, CA 92618
(949) 630-0301

General

Lynn Frehner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frehner Wealth Management in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Funds Specialist (CFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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