Pinnacle Group Financial Services, a Wealth Planning Firm in Santa Ana, CA.
At Pinnacle Group Financial Services, we empower you to achieve financial independence through smart, resilient investing and provide a versatile event space to foster community and financial education.
Financial Strategies
Estate and Legacy Planning
Retirement Income
Fee-based Investments
Alternatives
Pinnacle Entertainment Center
Work-Optional Lifestyle
We guide you in achieving the freedom to choose whether or not to work, with strategies tailored to your unique goals.
Invest Wisely, Thrive
Benefit from Investment strategies inspired by top U.S. Institutions, designed to keep your portfolio strong and adaptable.
Pinnacle Entertainment Center
A flexible event space designed to offer clients a space to connect or gain financial knowledge.
Ron Burkard
Knowledge is key to making smart decisions, especially as you approach retirement. I'm here to help you create a personalized strategy that balances growth and asset preservation, tailored to your risk tolerance and financial goals.
In today’s economy, challenges bring opportunities. I work with my clients to navigate these opportunities and build a solid foundation for their future.
Feel free to explore my website and reach out with any questions. I’d love to connect and support you on your financial journey.
Pinnacle Entertainment Center
Connect in our space! We provide a flexible event space designed for clients, offering opportunities to host a variety of events and gain financial knowledge.