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FDP Wealth Management

  • Retirement Planning Specialists
  • Investment Services
  • Financial Services
8841 Research Drive, Suite 100
Irvine, CA 92618
(949) 855-4337
(888) 525-4690
(949) 855-4330 (fax)
Hours:
Monday - Friday 8 am - 5 pm

  • About

    Working for You, Not Institutions. New clients often share that they assumed their previous advisor was providing comprehensive wealth management. Then they discovered they were merely being sold a proprietary collection of investment and insurance products. Imagine having your own Chief Prosperity Officer™, solely dedicated to translating your wealth into goals attained. The CPO role eliminates this conflict of interest. Working on a fee-only basis, your CPO serves you.

  • Whom to Contact

    • Mr. Mark Chandik
      Chief Prosperity Officer & President
      8841 Research Drive, Suite 100
      Irvine, CA 92618
      Phone: (949) 855-4337 x12
      Send an Email
    • Valerie Hart
      Executive & Marketing Assistant
    • Bryan Ugalde
      Chief Operations Officer
    • Michelle Winkler
      Account Coordinator

  • Directions

    8841 Research Dr Ste 100, Irvine, CA 92618; less than 1 mile from the Irvine Spectrum

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