Umbrella Financial, Inc. is a financial services firm based in Irvine, California, dedicated to providing personalized financial planning and advisory services. The company focuses on helping clients achieve their long-term financial objectives through strategies in retirement planning, wealth management, estate planning, and insurance solutions. According to their public disclosures, their advisors operate as Registered Representatives of Cambridge Investment Research, Inc., a registered broker-dealer and member of FINRA/SIPC, to offer securities and advisory services.

Founded in

United States