Financial Advisor in Huntington Beach, CA
Sporos Wealth Management is a fee-based fiduciary advisory team at 17011 Beach Blvd in Huntington Beach, serving pre-retirees and high earners across Orange County. Retirement income, tax strategy, and 401(k) planning.
Sporos Wealth Management is a fee-based fiduciary advisory practice at 17011 Beach Blvd, Suite 565, Huntington Beach, CA 92647. Nasar and Samee Aboubakare are a father-and-son team who work with pre-retirees and high earners across Orange County on retirement income, tax strategy, and investment management. Meetings are available in person or virtually.
Office: 17011 Beach Blvd, Suite 565, Huntington Beach, CA 92647
Phone: (949) 729-9994 · Just off the 405 at Beach Blvd and Warner, with parking in the building garage.
Who We Work With in Huntington Beach
Most of the households we serve locally fall into three groups.
Pre-retirees, roughly age 55 to 67. The questions are usually the same three: can I retire when I want to, where does the income come from once the paycheck stops, and how much of it goes to taxes. Many have spent a career at one employer and are carrying a large 401(k) plus company stock.
High earners still in their working years. Households in the $250,000 to $600,000 income range, often with restricted stock or options, who are paying more in tax than they expected and have no plan for the equity beyond holding it.
Business owners. Owners in the $2M to $20M enterprise-value range thinking about a sale, a succession, or simply getting more of the balance sheet outside the business.
Huntington Beach has a specific mix that shapes this work. Long-tenured aerospace and manufacturing careers at the Boeing campus and the industrial corridor along Gothard and Production, small business owners across Main Street and Beach Boulevard, healthcare professionals at Hoag and MemorialCare, and a growing number of tech and medical device employees commuting to the Irvine corridor. Each of those brings a different plan: a pension election and net unrealized appreciation on company stock in one case, a concentrated RSU position in another.
What We Do
- Retirement income planning. Building the paycheck replacement: which account to draw from first, how Social Security timing changes the math, and how to keep a market drop in the first few years of retirement from doing permanent damage.
- Tax strategy. Roth conversion windows between retirement and age 73, asset location across taxable and tax-deferred accounts, charitable bunching, and staying clear of the IRMAA and NIIT thresholds.
- Equity compensation. RSU vesting and withholding, incentive stock options and AMT exposure, 10b5-1 plans, and unwinding a concentrated position on a schedule instead of all at once.
- 401(k) plan advisory. Serving as the plan advisor for local employers, including investment lineup review, fiduciary process, and participant education.
- Investment management. Portfolios built to the plan, rebalanced with tax consequences in view.
- Estate coordination. Beneficiary review, trust funding, and working alongside your attorney and CPA.
How We Charge
Sporos is a fee-based practice. Advisory fees are a percentage of the assets we manage, disclosed in writing before you sign anything, and we may also receive commissions on certain insurance and brokerage products. Both parts get explained in plain terms before you decide. Our typical relationship starts at $500,000 in investable assets, with a $5,000 minimum entry point available through Guided Wealth Portfolios.
Why a Local Advisor Still Matters
A lot of advice is delivered remotely now, and Sporos does plenty of it that way. Proximity earns its keep in specific moments: signing documents, reviewing an estate plan across a table with a spouse who has questions, and sitting down with the CPA and the attorney in the same room when a business sale is in motion. The other advantage is context. An advisor who knows the local employers knows which pension election is on the table, which stock plan vests in March, and what property tax looks like on a home bought in 1994.
Frequently Asked Questions
Where is your Huntington Beach office located?
Sporos Wealth Management is at 17011 Beach Blvd, Suite 565, Huntington Beach, CA 92647, near the corner of Beach Boulevard and Warner Avenue and about five minutes from the 405. Parking is in the building garage. Call (949) 729-9994 to schedule.
Do you only work with clients in Huntington Beach?
No. The office serves Huntington Beach, Fountain Valley, Westminster, Seal Beach, Costa Mesa, Newport Beach, and Garden Grove in person, and the firm is licensed in 15 states including California, Texas, New York, Washington, and Arizona. Out-of-area clients work with us virtually.
What is the minimum to work with a Sporos advisor?
Full-service planning relationships typically start at $500,000 in investable assets. Guided Wealth Portfolios, a digital investing platform that still includes a personal advisor, starts at $5,000.
Are you a fiduciary?
Yes, when providing advisory services. Sporos is a fee-based practice, which means advisory fees for planning and investment management and, in some cases, commissions on insurance or brokerage products. That distinction from a fee-only firm gets disclosed to you in writing before you engage us.
What should I bring to a first meeting?
Nothing is required. If you want the first conversation to be concrete, bring your most recent statements, your Social Security estimate from ssa.gov, last year's tax return, and any equity compensation documents. Most first meetings are 45 minutes and involve more listening than presenting.
How do I find a financial advisor in Huntington Beach I can trust?
Check the advisor's registration on FINRA BrokerCheck or the SEC's adviser search, ask directly how they are paid and whether they receive commissions, ask whether they serve as a fiduciary on your accounts, and ask to see a sample financial plan before you commit. Interview more than one.
Last updated: September 17, 2026