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Sign up for our. Stay informed with our monthly newsletter, Making Sense! Please Enter Valid Email Address. Welcome to Seamount Financial Group, Inc. Seamount Financial Group, Inc. is a well-respected financial planning and wealth management firm. Through our customized financial planning process, we strive to simplify your life by providing a range of services to help meet your financial goals through every stage of your life. 738 East Chapman Ave, Orange, CA 92866 Toll Free: 800.752.8766. Seamount Fina...

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Home | seamountfinancial.com Reviews

https://seamountfinancial.com

Sign up for our. Stay informed with our monthly newsletter, Making Sense! Please Enter Valid Email Address. Welcome to Seamount Financial Group, Inc. Seamount Financial Group, Inc. is a well-respected financial planning and wealth management firm. Through our customized financial planning process, we strive to simplify your life by providing a range of services to help meet your financial goals through every stage of your life. 738 East Chapman Ave, Orange, CA 92866 Toll Free: 800.752.8766. Seamount Fina...

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seamountfinancial.com seamountfinancial.com
1

Financial Planning

http://www.seamountfinancial.com/financial-planning

We often find that affluent and busy professionals and business owners rarely have all of their financial needs coordinated. Several different advisors handle their investments, insurance, estate planning and other needs; unfortunately they rarely communicate or coordinate with each other. Seamount Financial Group provides that coordination. We work as a member of your team, which includes your legal and tax advisors. Improving effectiveness in obtaining, using, and protecting your financial resources.

2

ADV

http://www.seamountfinancial.com/adv-new

Seamount Financial Group, Inc. Leon Colafrancesco - ADV Part 2B. Chris Dorsett - ADV Part 2B. Aaron McLaughlin - ADV Part 2B. Michael Healy - ADV Part 2B. R Allen Stewart - ADV Part 2B. 90 South Cascade Ave, Suite 1140, Colorado Springs, CO 80903 Phone: 719.471.1171. 738 East Chapman Ave, Orange, CA 92866 Toll Free: 800.752.8766. 750 East Chapman Ave, Orange, CA 92866 Phone: 714.516.3390. Securities offered through H.Beck, Inc., Member FINRA.

3

Disclosure

http://www.seamountfinancial.com/disclosure

Legal Disclaimer and Regulatory Information. WE ARE UNABLE TO HONOR ANY ORDERS OR FINANCIAL TRANSACTIONS VIA E-MAIL OR FACSIMILE. Securities offered through individual registered representatives of H. Beck Inc.,. 90 South Cascade Ave, Suite 1140, Colorado Springs, CO 80903 Phone: 719.471.1171. 738 East Chapman Ave, Orange, CA 92866 Toll Free: 800.752.8766. 750 East Chapman Ave, Orange, CA 92866 Phone: 714.516.3390. Securities offered through H.Beck, Inc., Member FINRA.

4

People

http://www.seamountfinancial.com/people

Leon J. Colafrancesco, CFP. After graduating from California State University at Fullerton in 1979 with a degree in Business Administration, Leon began his financial planning/money management practice in Orange County, California. In 1998, Leon founded Seamount Financial Group, Inc. and continues to serve as president. Christopher R. Dorsett, CFP. Chris has assisted clients with their financial planning needs for over 16 years, and particularly enjoys helping clients organize their financial lives as the...

5

Philosophy

http://www.seamountfinancial.com/philosophy

Our mission is to provide exceptional financial planning and wealth management services to assist you in securing your current and long-term goals. Our approach requires that we remain independent and unbiased in all areas of financial planning, and work exclusively for the benefit of you, our client. In all that we do, we strive to provide you a decided advantage in an uncertain world. 90 South Cascade Ave, Suite 1140, Colorado Springs, CO 80903 Phone: 719.471.1171.

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Sign up for our. Stay informed with our monthly newsletter, Making Sense! Please Enter Valid Email Address. Welcome to Seamount Financial Group, Inc. Seamount Financial Group, Inc. is a well-respected financial planning and wealth management firm. Through our customized financial planning process, we strive to simplify your life by providing a range of services to help meet your financial goals through every stage of your life. 738 East Chapman Ave, Orange, CA 92866 Toll Free: 800.752.8766. Seamount Fina...

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