Company Profile

Mullins Wealth Advisors of California, LLC is a comprehensive financial firm providing a wide range of financial services. We’re committed to fee-based asset management, not a particular product offering. We provide products when appropriate to implementing the financial plan. As our clients’ primary financial advisor, we provide knowledge, guidance and expertise. MWA feels strongly that the clients’ core values and the core values of the firm be reflected in the quality and service our financial professionals delivers to our clients.

Our Firm Has Four Core Values

Integrity

honesty, fairness, and ethics are the foundation of our culture.

Commitment

making a difference to our community through quality, excellence and service.

Flexibility

offering solutions based on being open-minded, resourceful and committed to mutual goals.

Kindness

in all things, consideration and compassion with a human touch guide our decisions.

Check the background of investment professionals on FINRA’s BrokerCheck.

We work with industry-leading independent broker-dealer Cambridge Investment Research, Inc. that enables our financial professionals to offer non-proprietary products, such as mutual funds, or life insurance from a wide variety of companies. With having Cambridge Investment Research, Inc. as our independent broker-dealer, we can offer our clients unbiased investment advice. We’re proud that clients who share our values choose MWA of CA, LLC. We focus on a common priority; your goals. Our clients control the journey; we provide the plan.

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately owned broker-dealer with, nearly 700 home office associates, and over 2,700 independent registered representatives1 serving hundreds of thousands of clients across the United States.
Cambridge is financially sound, has been consistently profitable for more than 15 years, and continues to maintain a strong commitment to providing resources and support that help advisors serve the needs of their clients. According to Financial Planning magazine’s 2014 FP50 Survey, Cambridge ranked eighth in terms of revenue2. Cambridge is privately owned, and has spent the last few decades consciously building a structure to ensure continued success without selling. In terms of due diligence, Cambridge has researched and vetted strategies; offering a broad product footprint based on our view that quality and choice are equally important.
Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine3; and was ranked 8th in the ‘2014 FP50 IBD Revenue Growth’ by Financial Planning2 Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2015, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register4.

Benefits of Having a CERTIFIED FINANCIAL PLANNER™ professional

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

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Don’t have time to do your own financial planning

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Have an immediate need or unexpected life event

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Want to better manage your finances, but aren’t sure where to start

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Want a professional opinion about the plan you’ve developed

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Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning

Private Wealth Management

Wealth Management is more than just investment advice.  It encompasses every facet of a person’s financial life, whether that is for an individual and his/her family or their business.  Wealth management is also a process. It is quality advice paired with the right services based on a deep understanding of the client’s goals, financial situation, risk tolerance and time horizon.  This process brings together a breadth of products and services, customizing them for each client, so they can make the most of every opportunity.  A wealth advisor’s goal is to establish and maintain a proactive interest in their client’s life and work with them throughout the many financial aspects of the different life events, utilizing that in depth knowledge to offer clients the right services based on their individual needs.
The complexities of wealth management and of a complete financial relationship also means wealth advisors working together with their client’s other advisors (tax professionals, attorneys, etc.) to make sure everyone is on the same track, striving towards the same goals.
Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can secure your financial well-being and help you reach financial planning success.

Mullins Wealth Advisors of California, LLC

Mullins Wealth Advisors of California, LLC

Email Jim | Phone: 817-228-9064

OSJ Office

Prosper/Mullins
Private Wealth Management
307 West 7th Street, Suite 912 | Fort Worth, TX 76102
Office : 817-820-0423 | Fax : 866-511-3177

Mailing Address
Mullins Wealth Advisors of CA, LLC
500 Throckmorton St, Unit 1812 | Fort Worth, TX 76102

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