Webb Financial Group is a California-based financial advisory firm focused on helping individuals and families create plans aligned with their personal goals and long-term needs. Led by Shannon Webb, a Chartered Retirement Planning Counselor with more than two decades of experience advising clients in Orange County, the firm emphasizes prudent planning, transparent education, and responsive communication.

Its services include investment planning, retirement strategies, college funding, and guidance on overall investment health. Webb Financial Group takes an individualized approach, helping clients understand their options and make informed decisions. Its planning process also considers estate planning and tax strategy as parts of a broader financial picture. Clients can arrange meetings at the firm’s Mission Viejo branch, at home or another preferred location, or by phone and email. The firm serves clients across communities in Orange County and surrounding areas, including Irvine, Laguna Niguel, and San Clemente. Webb Financial Group LLC is a registered investment adviser offering advisory services in California and other jurisdictions where exempted.