The Stoddard Group is an estate and retirement planning firm dedicated to helping Orange Country residents protect and preserve their life savings since 1998. We are a proud member of the Better Business Bureau in San Juan Capistrano and the National Ethics Association.

The Stoddard Group was founded by Robert Stoddard II, a Registered Financial Consultant. Rob educates and assists area residents to help them safeguard and preserve their assets, increase their income, transition their wealth and reduce their overall tax burden. Over the years Rob has helped more than a thousand clients in the Orange County area create sound estate and retirement plans.

For more information, or to schedule an appointment, please call 949.218.9036.