About New Talents Financial Services Inc

At New Talents Financial Services, we believe that financial resources are blessings entrusted to us by God and wise stewardship of those resources is essential to supporting our families, serving others and building a lasting legacy. We work closely with each client to understand their goals, priorities and principles to design investment strategies that align with those values.

Family-focused investing also means planning beyond the present generation. We help clients prepare for major life goals such as education funding, retirement security, and the transfer of wealth to future generations. Our approach encourages financial education and thoughtful stewardship so that wealth can continue to benefit families for years to come.

Integrity, transparency and fiduciary responsibility guide every recommendation we make. As fiduciary advisors, we are committed to acting in the best interest of our clients and maintaining the trust placed in us.

At New Talents Financial Services, our mission is simple: to help families build, manage and preserve wealth in a way that reflects their values and strengthens their financial future.

New Talents Financial Services Inc is registered as a S-Corp with the California Secretary of State.

New Talents Financial Services Inc is registered as a Registered Investment Advisor with the California Department of Financial Protection and Innovation.

Our FINRA CRD number is 340503. You can view our latest Form ADV and Part 2 Brochures at the SEC Investment Advisor Public Disclosure website at https://adviserinfo.sec.gov/firm/summary/340503