RIA · CRD 106201SEC-RegisteredPrivate Fund Adviser

Updated:

Financial Security Solutions Corp.

Financial Security Solutions Corp. was established in 2002 as a registered investment advisory firm operating under fiduciary standards.

Financial Security Solutions Corp.

Financial Security Solutions Corp. was established in 2002 as a registered investment advisory firm operating under fiduciary standards. The firm is led by a President who also serves as Chief Compliance Officer, though their name is not disclosed on the firm's website. The company lists a single address in Valencia, California, and reports 30-plus years of combined industry experience (per firm website). The firm's investment strategy centers on goal-based financial planning across client lifecycle stages: early career, business ownership, retirement, and life transitions. Financial Security Solutions employs a defined four-step process—Imagine, Analyze, Educate, Inspire — to build personalized portfolios using mutual funds, global and international funds, and tax-efficient strategies. The firm also advises on mortgage comparisons and tax audit red flags but discloses no private equity, venture capital, or direct investment activity. No named portfolio companies or deal-specific references appear in its public materials. With fewer than five professionals indicated by the firm's sole address and no disclosed AUM, Financial Security Solutions operates as a local wealth management practice. The firm maintains no additional offices, no disclosed philanthropic vehicles, and no membership in family-office networks like Tiger 21 or R360. No recent operational events — hires, capital raises, or deals — have been reported in the last 24 months. Financial Security Solutions differentiates itself structurally by operating as a pure fee-only fiduciary RIA with no proprietary products, no disclosed asset minimums, and no affiliation with a parent bank or broker-dealer. Its lifecycle planning model and focus on client education over product sales position the firm as a boutique advisory practice rather than a multi-family office or institutional asset manager.

General information

Firm type

RIA

Year founded

2002

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Valencia

Corporate office

Valencia, CA, United States

Principals

President and CCO

President and Chief Compliance Officer

Sector focus

Wealth ManagementTax PlanningRetirement Planning

Frequently asked questions

Who leads investment decisions at Financial Security Solutions?

The firm's President, who also holds the Chief Compliance Officer role, oversees investment decisions. The firm's website does not disclose that individual's name, but confirms they have over 30 years of industry experience (per firm website).

What types of clients does Financial Security Solutions serve?

The firm targets four lifecycle groups: individuals just starting out, entrepreneurs and business owners, those approaching or in retirement, and people navigating life transitions like divorce or career change (per firm website).

Does Financial Security Solutions invest in alternative assets or private deals?

No. The firm's website describes a strategy centered on mutual funds, tax-efficient portfolios, and global/international funds. There is no mention of private equity, venture capital, hedge funds, or direct co-investments.

How is Financial Security Solutions compensated?

The firm states it operates under fiduciary standards. Its website does not specify whether it charges a percentage of AUM, fixed fees, or hourly rates.

Where does Financial Security Solutions operate?

The firm's only disclosed office is in Valencia, California, at 23734 Valencia Blvd, Suite 200 (per firm website).

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