Broker Check

Team

At Provence Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mike is Co-Founder and Managing Partner of Provence Wealth Management Group, one of the most reputable wealth advisory firms in Southern California, serving clients through holistic financial planning, disciplined investment strategies...

Read more

Avi is Co-Founder and Managing Partner of Provence Wealth Management Group, one of the most reputable wealth advisory firms in Southern California, serving clients through holistic financial planning, disciplined investment strategies,...

Read more

Courtney Strand

Branch Operations Manager

(949) 222-6400

(949) 565-7273

Courtney started her career at Provence Wealth Management Group in July of 2013 as a Client Services Associate and has since become our Operations Manager. She handles much of the daily transaction processing and is responsible for...

Read more

Fina L. Sneed

Registered Administrative Associate

949-222-6400 ext 3

949-565-7273

Fina joined Provence Wealth Management in June 2016 in an Associate Advisor capacity. She started her career in the financial services industry in 2007 after graduating cum laude from the University of California, Irvine. Fina obtained...

Read more

Kevin Shah

Client Services Associate

(949) 222-6400

(949) 565-7273

Kevin joined Provence Wealth Management in September of 2017 in a Client Services Associate capacity. He graduated from the University of California, Irvine in September 2017, with a B.A. in both Business Economics and Political...

Read more

Stephanie Hammell

Investment Advisor Representative

(949) 222-6400

949-565-7273

Stephanie is an Investment Advisor Representative of Provence Wealth Management Group with investment securities offered through LPL Financial, the largest independent broker/dealer in the nation (as reported by Financial Planning...

Read more