National Retirement Planning Experts

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Local Professionals


Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626



About Wealth Financial Group West, Inc.

Our Personalized Approach

You've spent your life defining the perfect retirement

...and you've worked each day to save for it. Now it's time to ensure you can live your retirement the way you've always dreamed. What do you envision when you fall asleep? What personal goals do you have for yourself? What adventures do you want to experience? These questions to ask yourself are important, and so is the financial strategy you choose to implement. We?re here to help you develop a financial plan-a plan that might help you achieve everything you've always wanted in your life and retirement.

Define It

Defining your future retirement is the first step in achieving it. We'll help you to identify what is truly meaningful and what is important to you. Plan It

With an idealistic vision in mind, it's time to start planning your finances to successfully support that vision. It's never too early or too late to start. Live It

When you are confident in your financial plan and strategy, there's one last step. Get out there and enjoy the life you've always dreamed.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Broker/Dealer

Gradient Advisors, LLC

Name of Custodial Firm

T.D. Ameritrade

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

I have been working specifically with retired or retiring couples for 12 years.

I work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Annuities, Insurance Planning, 401K Rollovers


Investment Types

Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Insurance, Annuities, Stocks, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your office


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Domestic Partner Advisor (ADPA®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Health, Long Term Care, Life, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods


Fee % Based on Assets


Hourly Rate


Additional Details on Charges

Either asset based fee or hourly rate applies. Clients are not subject to both.

Minimum Fee Charged for Managed Accounts


Minimum Fee Charged for Hourly Planning Accounts



Masters of the Arts - Theology

Fuller Theological Seminary
1996 - 2002

Associate of Science - Registered Nurse

Loma Linda University
1976 - 1978

Personal Financial Planning - Personal Financial Planning

University of California Irvine
2009 - 2011