Claraphi Advisory Network, LLC

Claraphi Advisory Network is a registered investment advisor based in Aliso Viejo, California, offering a wide range of financial services to individuals, high-net-worth families, and business owners. The firm provides both discretionary and non-discretionary investment management, building personalized portfolios based on a client's risk tolerance, goals, and time horizon. Claraphi also offers financial planning services covering retirement, estate needs, cash flow, education, and insurance, delivering a written plan at the conclusion of the engagement. Additionally, the firm provides retirement plan consulting services and works with third-party money managers to implement specialized investment strategies. Clients retain control of their assets through independent custodians recommended by Claraphi.