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Arlon Enmeier, CFP®
Private Wealth Manager

241 Avenida Del Mar
San Clemente, CA 92672
Phone:
  • 949-276-6333
Fax:
  • 949-276-6334

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OUR MISSION IS TO SUPPORT THE SUCCESS OF OUR CLIENTS
 
 
How We Help You Succeed

Our team has refined a process that seeks to put all the pieces of the puzzle together to create a work optional lifestyle!

 

3D Process

 
Our Services

We provide comprehensive financial planning for future retirement, or those already retired. We educate clients on strategies to pursue their desired standard of living.

• Financial planning
Investment strategies
• Income distribution
• Ongoing investment monitoring
• Risk assessment
• Estate planning
• Periodic reviews
• Wealth management
• Retirement counseling
• Comprehensive portfolio management
• Tailored asset allocation & diversification
• Financial education
How We Communicate With You

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, our informative client newsletter and weekly e-mail. You can also count on a response within 24 hours whenever you contact us with a question or concern.

Our Firm

Securities America, Inc. based in Omaha, Nebraska was founded in 1984 and is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2017). Beginning 2018, Securities America Advisors had approximately $86 billion in total client assets under supervision. Securities America has over 2,500 financial representatives and is registered in all 50 states.

 

 

 

Arlon and his family were recently featured in San Clemente's South of the Pier Magazine. The Enmeier family are true San Clemente locals, having lived here since 1972. According to Florine and Arlon, it has been a wonderful place to establish roots and raise their family. Arlon, grew up on a wheat and cattle farm in central Oklahoma. He received his bachelor of science degree from Oklahoma State University and immediately headed west to California. The U.S. Army called him for duty, and he served in the Army band for three years as a conductor and musician. He later earned a masters degree from Pepperdine University and a certified financial planner (CFP®) designation from USC. Read more

 

Weekly Market Commentary - April 15, 2019 Don't Shred Those Tax Documents Yet.  veYou've completed your taxes for the year and now you're wondering what to do with that pile of records, 1099's, receipts and bank statements. The experts agree, take the time to organize them and store them in a secure place. You may need to refer to them in the months or even years ahead if there's an error on your return or if you need to file an amendment or are audited. Read more

Traditional vs. Roth. Which IRA is Right For You? Individual Retirement Accounts are a crucial component to many retirement plans. As the first wave of the baby boomer generation begins to enter retirement, the focus on a comprehensive retirement plan has never been more prevalent. There are two major types of IRAs available. Read more

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck