WHOM WE SERVE

SHARED VALUES, MUTUAL SUCCESS

Here at Blue Cedar, we serve a variety of clients at all ages and stages of life. Some have already done planning, others have not, but either way we meet them where they are and guide them on their financial journey moving forward. They share our core values of family, community, and philanthropy, and have achieved their success through dedication and hard work. They seek a trusted partner to provide guidance for sound financial decisions—a role we wholeheartedly embrace.

OUR CLIENTS INCLUDE

Dentists & Physicians

DENTISTS & PHYSICIANS

Entrepreneurs

ENTREPRENEURS

Businesses

BUSINESSES

High Net Worth Families

HIGH NET WORTH FAMILIES

Retirees & Pre-retirees

RETIREES & PRE-RETIREES

Non-Profits

NON-PROFITS

Get in Touch

714.255.5135

Our Location

2400 E Katella Avenue, 8th Floor
Anaheim, CA 92806