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Home
About
- Our Process
- Our Team
Services
Resources
Contact

Team Category: Executive Board

Gary Million

Ivy LeForbes

Todd Baker

Jonathon Soucier; ChFC, CEPA

Selected by Forbes as one of the TOP 250 Financial Security Professionals

About

About
Our Process
Our Team
Contact

About
Our Process
Our Team
Contact

Services

Financial Planning
Investment Guidance
Tax Planning
Retirement Planning
Legacy Planning

Financial Planning
Investment Guidance
Tax Planning
Retirement Planning
Legacy Planning

Resources

Newsletter & Blog
Videos
Guy Baker in the News

Newsletter & Blog
Videos
Guy Baker in the News

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Phone

(877) 282-4768

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

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Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Investment Advisory Services offered through Wealth Teams Alliance, Inc., a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI, and TX.

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