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Strivent Financial is a Registered Investment Advisor that follows a fiduciary standard that puts your interests first. ... , Mission Viejo, Orange County, CA 92691 ...1. Crossroads Planning 4.9 (122 reviews) Financial Advising Tax Services Investing Certified professionals Available by appointment “I would definitely recommend him to anyone who needs financial advise or taxes done.” more Responds in about 2 hours 53 locals recently requested a consultation Request a Virtual Consultation 2. John is a southern California native, born in San Diego and raised in South Orange County. After graduating from the University of Southern California, Marshall School of Business, John began his career in financial services as an Internal Wholesaler for Metlife Investors in 2001.As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. 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