Edward Haro Financial, LLC

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Edward Haro Financial, LLC At Edward Haro Financial, LLC, we build trust through genuine relationships and emotional intelligence.

We listen actively, empathizing with your concerns and aspirations. Our collaborative spirit ensures that you feel truly heard and understood.

Three tips for giving smart from the heart.
10/28/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/27/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

When Should You Claim Social Security? Let's Map Your Strategy
10/26/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
10/21/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
10/19/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

How literate are you when it comes to your finances? Brush up with these five basics.
10/14/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
10/13/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/12/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/07/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
10/06/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Address

18031 Irvine Boulevard , Suite 111
Tustin, CA
92780

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+17147604276

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