Legal Notice

WiseWealth Insurance & Financial Services

13006 Philadelphia St, Suite 305, Whittier CA 90601

Ph: (562) 464-3973

CA Dept. Of Insurance Lic. # 0f21699

We are an independent financial services firm dedicated to helping individuals, professionals and other small business owners. We develop customized solutions and provide consultation based on the needs of our clients.

Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser. Insurance services are provided through WiseWealth Insurance & Financial Services, CA Insurance License #0f21699.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.


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