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What is a FlexGen Advisor?

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FlexGen is an advisor who is forward thinking, embraces change, loves learning, challenges conventions and believes in helping clients pursue their life goals. 

We're a Next Generation of financial planner.  We're meeting you where you are. But ultimately, we're meeting your evolving needs. In a word, we’ve become more flexible. As a new generation flexible planner, we can work across devices, support various business models, and provide a range of financial services, all in an effort to service your increasingly demands as an investor.

The question is: Are you looking for this new type of financial planner? 
chrisBissonnette

Christopher Bissonnette CFS, CLTC®
Wealth Advisor, LPL Registered Principal, College Financial Aid Advisor

I've worked as a Financial Planner for over 25 years earned my Bachelor of Science degree in Business Management Systems from Arizona State University on a Regents Grant Academic Scholarship.

I hold the Series 7 and 24 securities registrations through LPL Financial, the Series 65 through AK Financial Group.  I also hold the designations of Certified Fund Specialist®(CFS®) and Certified in Long Term Care (CLTC®).
As a member of The Society of Financial Awareness, a nonprofit 501(c)(3) organization we provide financial education in the community, a subject I take to heart.  I often speak on financial literacy and college planning and advise parents and their children with financial aid.  
 
I'm an Ambassador with the Irvine Chamber of Commerce and I chair the Financial Education Task Force.  I'm also the VP of the Irvine Holistic Chamber of Commerce, member of the National Association of Insurance and Financial Advisors (NAIFA) and past president of the Orange County ASU Alumni Association all positions that I have treated with an enormous amount of passion.
 
My main focus is on holistic financial planning and financial well-being and I'm a regularly featured guest on ESPN and NBC radio.
 
I live in Tustin Legacy with my wife and two children.
 
BY REFERRAL ONLY
MarciaBlue

 

Marcia Santos Sadler 

eMoney Concierge

I'm responsible to on-board our clients with their eMoney accounts.  It's something I find totally enjoyable. 

Feel free to schedule some time on my calendar anytime.

 

                     Emile Loubet                     
                           Client Relations 
Specialist                                

Emile

               Constance Fiorito                    
Client Relations 
Specialist  

Constance2

 
 
 
Need help with your account?
 Give us a ring.
949.590.9940