OC Wealth Coach is a financial guidance firm in Tustin, California, helping individuals and families bring their financial decisions together in a coordinated plan. Using the image of a financial puzzle cube, the firm considers how a client’s financial foundation, goals, investments, insurance, taxes, and legacy planning affect one another. Its approach is designed to simplify complex choices and align financial strategies with each client’s values, priorities, and definition of wealth.

The process begins with understanding a client’s circumstances and aspirations, then identifying priorities and developing a personalized roadmap. OC Wealth Coach provides investment planning tailored to goals, risk, time horizon, and cash flow, along with insurance guidance, tax planning, and estate, beneficiary, and business planning. The firm also highlights health and life insurance expertise and lists employee benefits among its areas of focus.

The team includes financial professionals Trent and Jeff Huston, Amanda Huston, and client services associate Bethany Thomas.