At FDP Wealth Management (“FDP”), we provide clients a broad spectrum of wealth management services that match the key stages of their financial lives – wealth accumulation, wealth distribution and wealth transfer. These stages are interrelated, so at FDP we help clients plan for and take action on all three stages from the beginning of our relationship.

Our commitment to superior service includes monitoring your complete financial profile on an ongoing basis and making adjustments as circumstances dictate. Over the long-term, this oversight helps you maintain control over the wealth you have worked so hard to accumulate and distribute it as you see fit.

 

The FDP Wealth Life Cycle includes:

As business owners ourselves, we honor entrepreneurial success and independence, and have an innate ability to help business owners and individuals grow wealth and ensure future success through sound financial planning (through Lincoln Financial Securities) and decision-making.

What Makes Us Different...

“I am often asked what differentiates us from our competitors. I think in large part it is our focus on being our client’s “financial conscience.” Many advisors are perfectly capable of helping clients define their goals and recommending appropriate investments. However, developing a true partnership with a client involves taking the requisite time to really get to know them and their families, to communicate with them often and openly and a willingness to hold them accountable for staying focused on their investment plan. Being a “financial conscience” means sometimes having to tell clients things they may not want to hear; but that is what a trusted advisor must sometimes do to truly act in a client’s best interest.”

Mark Chandik
Principal

Our mission is to deliver client-centric wealth management solutions utilizing a holistic consulting approach. Our innate passion for what we do is complemented by our collaborative style, a combination which provides our clients with actionable plans and superior service.

FDP Wealth Management

8841 Research Dr., Ste 100
Irvine, CA 92618

949.855.4337 Tel
949.855.4330 Fax
888.525.4690 Toll Free