Alpha Cubed Investments, LLC

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Wealth Management Services Costa Mesa CA Skip to Content Go to Homepage Contact Us Search for content Go Contact Us Home Locations California Costa Mesa, CA Costa Mesa, CA CAPTRUST’s Costa Mesa-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Talk to an Expert Address 1124 Bristol Street Costa Mesa, CA 92626 Contact Phone: 800.701.2457 Who We Serve Individuals Families Hours Mon–Fri, 8:00 am–4:30 pm Additional Info Client Login Individuals Families Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help. Explore Our Services CAPTRUST Costa Mesa CAPTRUST’s Costa Mesa office provides clients with comprehensive wealth management and financial planning services rooted in the energy of Orange County. Situated in the heart of a dynamic business community, the team offers guidance tailored to the region’s entrepreneurial culture, multigenerational families, and coastal lifestyle. Our Team Jared Bergstrom Senior Vice President | Financial Advisor View Profile Chris Bougeokles Senior Vice President | Financial Advisor View Profile Simon Chung Senior Vice President | Financial Advisor View Profile Hans Ewert Senior Vice President | Financial Advisor View Profile Steven Ford Senior Vice President | Financial Advisor View Profile Tony Jabczenski Principal | Financial Adviso

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