Dorman Skorheim Wealth Management LLC
Dorman Skorheim Wealth Management LLC (CRD# 168711) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $44,736,156 in 132 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts132ACCOUNTS
Average Account Value$338,910
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Dorman (CRD# 702817) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 30 years of experience in the finance industry. Jeffrey Dorman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from many lenses, including tax, retirement savings and planning, and business valuation and consulting. And I love to talk to clients about what makes them excited about the future, and how we can work together to make that future a reality.
James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 8 years of experience in the finance industry.