Orange County, CA
Serving
Orange County, CA
Since
1993
The Orange County financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.
Situated between the California coastline and Saddleback Mountain, the Orange County facility is centrally located in the city of Irvine. The location is led by Managing Director, Mike Haddad, whose goal is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals. The facility was originally established in 1993 by Sr. Partner, George Andrews, who pioneered the opening of the first Blue Trust office on the west coast. The Orange County team continues to grow by adding experienced and dedicated professionals committed to serving clients with excellence.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Sr. Partner
Mike F. Haddad
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
