Empirical Wealth Management
Address: 2020 Main Street #340, Irvine, CA 92614 Hours: Opens soon ⋅ 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 543-1780Website: : : : Category: : : Place name: : Website: http://www.empirical.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Empirical Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review From Empirical Wealth Management "When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard...More "When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard work and persistence to build wealth and you deserve to have it grow and protected by a dedicated team of experts specializing in investments, tax planning and preparation, financial planning, and estate planning. Our team of professionals working for you means more proactive, coordinated strategies, better peace of mind, and confidence in knowing you are on the right path."
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Empirical Wealth Management Employees
Swedish Medical Group August 2014 - Present
The Polyclinic April 2012 - July 2013
The Invisible Hostess May 2013 - Present
Empirical Wealth Management August 2013 - March 2014
Avamere Health Services July 2011 - April 2012
Avamere Health Services November 2010 - July 2011
Northwest Disability Management February 2008 - September 2010
Skills
Operational Efficiency, Document Management, Auditing, Quality Assurance, Team Building, Office Management, Administrative..., Healthcare Information..., EMR, EHR, Employee Benefits, Epic Systems, Data Analysis, HIPAA, Managed Care, Medicare, Healthcare Industry, Physician Relations, Healthcare Consulting, Medical Billing, Healthcare Management, Nursing, Home Care, Pediatrics, Hospitals, Healthcare, Inpatient, Patient Safety
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Political Science and Government, Psychology, Business
Empirical Wealth Management January 2014 - Present
Empirical Wealth Management August 2012 - January 2014
Seattle University Redhawk Fund June 2011 - December 2012
Empirical Wealth Management September 2011 - July 2012
Charles Schwab June 2011 - August 2011
Education
Seattle University 2009 — 2012
Bachelor of Arts, Business Administration, Finance Major, Graduated Summa Cum Laude
Jensen Investment Management October 2014 - Present
Empirical Wealth Management April 2013 - September 2014
Empirical Wealth Management February 2006 - March 2013
Skills
Regulatory Compliance, Investment Advisor..., QuickBooks, Asset Management, Financial Services, Securities, Equities, Mutual Funds, Investments, Due Diligence, Risk Management
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
Empirical Wealth Management September 2003 - Present
Charles Schwab September 1999 - September 2003
Skills
Retirement Planning
Education
College for Financial Planning 2006 — 2008
Master of Science, Personal Financial Planning
Washington State University 1991 — 1995
BA, Business Administration (Finance)
Scuola di Lingua e Cultura per Stranieri, Siena, Italy
Axa Advisors April 2014 - April 2015
Finacial Consultant / Investigative Research 2012 - 2014
Empirical Wealth Management 2011 - 2012
First Investors 2010 - 2010
Honolulu Police Department 2008 - 2009
Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning
Education
University of Portland 2013 — 2014
Masters of Science in Finance
University of Portland 2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning
Portland State University 1999 — 2008
Portland State University 1999 — 2004
Bachelors, Liberal Science
Empirical Wealth Management October 2014 - January 2015
Fidelity Investments September 2011 - May 2014
Retirement Educators July 2011 - September 2011
TravelPost June 2010 - January 2011
MHN Government Services July 2009 - September 2009
Ameriprise Financial February 2008 - April 2009
Ameriprise Financial December 2005 - February 2008
Going Places May 1993 - March 1998
Skills
Retirement Planning, Strategic Financial..., Strategy Development, Financial Planning, Customer Relations, Relationship Management, Investments, Planning, Series 7, Series 63, Sales, Customer Service, 401k, Process Improvement, Financial Services, Insurance, Analysis, Business Development, CRM, Training, Strategy, Project Planning, Leadership, Retirement, Coaching, Management, Marketing, Finance, Financial Planners, Investment Strategies, Investment Advisory, Strategic Planning
Education
College for Financial Planning 2008 — 2009
CERTIFIED FINANCIAL PLANNER
University of Colorado Boulder 2000 — 2003
BA, Psychology & Theatre
Aston College 1992 — 1993
Associate's, Business Administration
Empirical Wealth Management April 2013 - Present
Empirical Wealth Management November 2009 - March 2013
Empirical Wealth Management December 2008 - November 2009
Wells Fargo 2005 - 2008
Nordstrom 2004 - 2005
Education
School of Visual Concepts
Seattle University 2007 — 2009
B.A., Finance
GSA August 2009 - Present
Empirical Wealth Management August 2008 - July 2009
Empirical Wealth Management May 2008 - August 2008
Skills
Government Contracting, Contract Negotiation, Contract Management, Contractual Agreements, Financial Analysis, Technical Writing, Proposal Writing, Project Scope..., Communication, Economics, Presentations, Mathematics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Articulate Suite, Digital Video, Training, Strategic Planning, Policy, Access
Education
Seattle University 2012 — 2014
Master's degree, Public Administration
University of Washington 2007 — 2009
Bachelor's of Science, Economics
Everett Community College 2006 — 2007
Associates of Arts and Sciences
Empirical Wealth Management May 2015 - Present
Charles Schwab May 2010 - April 2015
Charles Schwab April 2003 - May 2010
Morgan Stanley November 2000 - June 2002
Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment
Education
University of Colorado at Boulder 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Southern Oregon University 1993 — 1995
PIMCO May 2012 - Present
PIMCO September 2010 - April 2012
Empirical Wealth Management June 2008 - August 2008
Morgan Stanley Smith Barney January 2008 - April 2008
Skills
Currency, Outlook, Fixed Income, Derivatives, Microsoft Excel
Education
Sciences Po Paris 2008 — 2009
International Relations, European Affairs
University of Washington 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
Nearabout Creative Development June 2015 - Present
The Daily Californian August 2015 - Present
The Daily Californian February 2015 - Present
The Daily Californian October 2014 - Present
Empirical Wealth Management June 2015 - August 2015
Polyvinyl Records January 2015 - May 2015
The EGO Approach October 2014 - January 2015
Skills
Graphics
Education
University of California, Berkeley 2014 — 2018
Media Studies and Art
Empirical Wealth Management June 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo March 2014 - March 2015
Wells Fargo September 2012 - March 2014
Wells Fargo March 2011 - September 2012
Skills
Loans, Strategic Partnerships, Credit, Retail Banking, Customer Experience, Sales
Education
Portland State University
General Science
Empirical Wealth Management June 2012 - Present
Empirical Wealth Management February 2012 - May 2012
Skills
Econometrics, Financial Economics, Time Series Analysis, Portfolio Management, Asset Allocation, Investment Management, Risk Management, R, Quantitative Finance
Education
University of Washington 2009 — 2012
M.S., Computational Finance and Risk Management
University of Oregon 2007 — 2009
M.A., Economics
University of Oregon 2002 — 2007
B.A., Economics, Mathematics
Empirical Wealth Management July 2006 - Present
Chinook Capital Management March 2002 - June 2006
Skills
Investments
Education
University of Oregon 1997 — 2001
BA, Sociology
Empirical Wealth Management November 2012 - Present
Empirical Wealth Management April 2012 - December 2012
Maxim Global Wealth Advisors November 2005 - February 2012
Chinook Capital Management 2004 - 2005
Charles Schwab 1999 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Wealth Management..., Mutual Funds, Equities, Alternative Investments, Pensions, Financial Services, Finance, Financial Planners, Retirement, Securities
Education
University of San Francisco 1995 — 1997
BA, Financial Economics
University of Judaism 1992 — 1995
Merriman, LLC June 2014 - Present
Empirical Wealth Management March 2007 - May 2014
Charles Schwab 2002 - 2004
Skills
Funding, Managed Money
Education
University of Colorado Boulder 1990 — 1995