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Lifeplans is in the process of expanding its offices in California and Nevada. We desire dynamic, self-assured professionals -  people with a demonstrated track record of success and three or more years of experience.

Successful financial professionals need financial stability, the supportive resources of a large organization and the personal touch of a boutique firm. You’ll find them all right here with us. As one of top regional firms committed to serving financial professionals and their clients, we excel at working with independent financial professionals, offering the benefit of local support to help build your practice coupled with comprehensive financial professional business resources from one of the leading wealth management networks in the financial services industry.

Our financial consultants are registered with Royal Alliance Associates, Inc, Member FINRA/SIPC and a member of the Advisor Group. That means that you can get what you may have been missing:  A cutting edge technology platform, an innovative regional management system, with first class compensation and the compliance and marketing support you need.

Ready to learn more about how we’re leading the way with comprehensive offerings and proprietary platforms? Let’s connect!

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Newport Beach Office

1300 Bristol Street North
Suite 214
Newport Beach, CA 92660

Contact John Rollins
Phone: 949-387-7540
Fax: 949-261-8241

Office: 949-261-8630