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Redwitz Wealth Management Group

Welcome to Redwitz Wealth Management Group - a firm that partners with you to build your financial independence.

Services

 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our team of seasoned advisors has earned several professional designations as well as advanced degrees in business, accounting and finance. Collectively, we strive to provide unparalleled service and attention to each client’s specific needs and concerns. Portfolio design and asset allocation are extremely important but so is creating and monitoring a retirement plan, reviewing your living trust provisions, or starting an education savings fund. We encourage our clients to use Redwitz Wealth Management Group (RWMG) to facilitate communication and cooperation among all of their advisors to help ensure that everyone is working toward a common goal.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Retirement Planning

Enjoy the fruits of your labor. Redwitz Wealth Management Group will help plan for your retirement and excite you for what’s to come.

 

Asset Management

With an emphasis on appropriate asset allocation, our core portfolios seek to manage risk through a method called modern portfolio theory (MPT). MPT is employed by many institutional managers for endowments, pension funds and other highly regarded institutional investors.

 

Insurance Planning

We believe insurance plays an important role in any financial plan. At Redwitz Wealth Management Group, we do our utmost to provide the protection our client and their families need.

Our Team

Learn more about our amazing team of professionals.

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Dane Brockman

Financial Advisor
CA Insurance Lic#0H12686

CFP®

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Dane Brockman

Phone: 949-754-0190

Email: dbrockman@redwitzwealth.com

Dane works directly with high net worth individuals in the areas of tax and investment planning, portfolio construction, retirement planning, estate planning and wealth preservation. Prior to joining Redwitz Wealth Management Group, Dane served as a Senior Financial Advisor with Union Bank's Investment Services division where he specialized in creating and managing conservative investment portfolios for clients. Dane believes in guiding clients through the financial planning process to best determine how and where investments should be allocated, all the while keeping taxes at the forefront of all investment decisions.

He received his Bachelor's Degree from San Diego State University prior to completing the Financial Planning Certificate program and becoming a Certified Financial Planner™ professional. He has passed the FINRA Series 7 and Series 66 securities exams and holds the CA life insurance license #0H12686.

Outside of the office, Dane likes to play and watch sports and spend time with his wife and two beautiful children. 

 

Series 7 license held through LPL Financial. Series 66 license held through LPL Financial and WCG Wealth Advisors.

Tax services are not offered by LPL Financial, WCG Wealth Advisors, Redwitz Wealth Management Group or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Bio
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John J. Link Jr.

Financial Advisor
CA Insurance Lic#OC40097

CPA

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John J. Link Jr.

Phone: 949-753-1514

Email: john.j.link@lpl.com

John Link attended California State University at Long Beach and graduated with a Bachelor of Science degree in Business Administration. He then went on to graduate from Golden Gate University with a Master of Science degree in Taxation.

Mr. Link was one of the founding partners of Link, Murrel & Company, LLP (“LMC”), acting for over 32 years prior to his firm merging into Redwitz, Inc on August 1, 2017. At LMC he was the Director of Management Advisory, Litigation Support, Accounting Services and Practice Development for the firm as well as Managing Partner for over 10 years. Before his time at LMC he served as an auditor with the County of Los Angeles where he supervised audits of various departments and districts within the county. After which, John worked with Arthur Young & Company in all areas of federal and state taxation for three years. Finally, he served at Coleman & Grant for nine years, four of which as Partner as well as serving tenures as Director of Taxes and Director of Personnel for the firm, respectively. He has been involved in the tax planning and compliance services for several companies, including real estate developers, manufacturing entities, professional corporations and nonprofit entities.

Mr. Link currently holds Certified Public Accountant licenses in Arizona and California. As well as Series 6, 7, and 63 registrations through LPL Financial and a Series 65 registration through WCG Wealth Advisors. He is also holds memberships to American Institute of Certified Public Accountants and California Society of Certified Public Accountants.

Mr. Link also serves on multiple Boards including The Newport Beach Film Festival as Treasurer with 15 years of service, The Laguna Beach Community Clinic as Treasure with 10 years of service, and formerly served as a Board member of The Make-A-Wish Foundation of Orange County and the Inland Empire for 14 years.

 

Bio
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Jennifer Riva

Financial Advisor

CPA

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Jennifer Riva

Phone: 408-377-3441

Email: jennifer@redwitz.com

Jennifer received her Bachelor of Arts Degree in Business Administration with a concentration in accounting from California State University, Fullerton in 1995.

Jennifer has extensive experience in general and subcontractor construction entities; non-profit entities with a special emphasis in affordable housing compliance and tax-exempt bond financing; mergers and acquisitions transactions; and audits of employee benefit plans. From 1994 to 1996 Jennifer was the controller at a construction company. In 1996, Jennifer started her public accounting career as a staff accountant Redwitz, Inc. and was admitted as a partner of the firm in 1999. In 2001, she relocated to the firm’s San Jose, California office. Since 2003, Jennifer has served as the Chief Financial Officer of The Caritas Corporation. The Caritas Corporation owns and maintains 17 mobile home parks through California dedicated to providing affordable housing to low and very low income qualifying individuals and families in an attractive and safe community. The Caritas Corporation currently has over 3,000 mobile home spaces.

Jennifer is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.

Jennifer is a member of the Rotary Club of San Jose California and is active in various Silicon Valley community projects. Outside of her career, Jennifer enjoys traveling with her family; exploring the world through her children’s eyes; and in her spare time focusing on her own health by doing Bikram yoga.

WCG Wealth Advisors, Redwitz Wealth Management Group and LPL Financial are not affiliated with The Caritas Corporation.

Bio
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Amber Kodad

Director, Advisor Resource Center

MBA, CFP®

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Amber Kodad

Email: amber@wealthcg.com

Director, Advisor Resource Center/Financial Planning
Master’s in Business Administration (MBA)
Bachelor of Science, Financial Services
Series 7 and Series 63 Securities Registrations held through LPL Financial.
Registered Representative with LPL Financial
Investment Advisor Representative

Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has been with our firm in this role for the past 5 years. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years. Amber graduated from San Diego State University with a Bachelor of Science degree in Financial Services. During college she obtained an internship with MetLife and started as a full time employee upon graduation in 2006. While working at MetLife, Amber obtained her CERTIFIED FINANCIAL PLANNERTM designation as well as her Master’s in Business Administration (MBA) through California Miramar University.

She is a member of the Financial Planning Association, Member of the Pro Bono Committee within the Association, and also a member of Toastmasters International.

Her Personal Interests include hiking/running/pilates, traveling, and spending time with her husband Anthony and puppy Bailey.

Bio
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Raymond Bell

Advanced Insurance Consultant

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Raymond Bell

Email: rbell@wealthcg.com

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.

Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

Ray is currently a JD candidate at the Massachusetts School of Law class of 2017.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 949-727-0566

Email:
dbrockman@redwitzwealth.com

 

3 Park Plaza Suite 1700, Irvine, CA 92614

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The financial consultants at Redwitz Wealth Management Group are registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. WCG Wealth Advisors, LLC, Redwitz Wealth Management Group and The Wealth Consulting Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ and CA

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