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We are a Fee-Only Fiduciary Registered Investment Advisor firm that specializes in comprehensive financial planning for families, small business owners, and government employees. At Endeavor Advisors, our mission is to make professional financial advice and investment services accessible to everyone. We believe that we can achieve that goal by putting our clients first, explaining complex financial topics in easy-to-understand language, and helping those in need. As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life. We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
People often ask me what I love about being an advisor. For me, it’s helping clients to achieve clarity. People have so much choice today. It can be tough to make decisions about what we want to do over the next five, 10 or 15 years. But if I can help someone find clarity about what they’re trying to achieve and help them line up every decision so they can accomplish that, then I’ve meaningfully helped them to live a better life.
My passion for financial planning all began in 2008 when I saw my parents and countless others experience one of the most devastating financial crises of our time. As a son of a refugee immigrant family, I was always taught to work hard and save even harder. But I realized that just working harder and saving money did not protect my family from the pain of the great recession. I asked myself, how can make sure that I protect my family and other families from financial hardships. I started working for a large insurance planning firm in Brea, California. After working there for a couple of years, I decided that while I was in the right direction, I needed to be able to make recommendations that truly served my clients’ best interests.
At Endeavor Advisors, clients come first. As a fee-only Registered Investment Advisory firm, we do not charge a commission and are solely compensated by our clients. Just as we are committed to providing the highest level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold the principles set forth by CFP Board of Standards as well as the Investment Advisor’s Act of 1940.
Yes, we can. We use Zoom as our platform of choice for virtual appointments.
4.85/5.00
based on 100,914 reviews
Kiea is so awesome! I HIGHLY recommend anyone who’s looking to maximize their tax returns to go to her. She helped me get the biggest tax refund I’ve ever gotten and she was very professional. Great job and see you next tax year!
13 Apr 2024
Kiea is a pleasure to work with, she’s professional and knowledgeable and does a great job.
07 Apr 2024
Very thorough, worked hard to find any possible deduction to help me out. Very good communication and available as needed. Highly recommend her services.
03 Apr 2024
