Wealth Planning Group, based in Irvine, California, specializes in providing personalized financial services to individuals, families, and business owners. Their comprehensive approach focuses on helping clients define their financial goals, accumulate and protect capital, and build a lasting legacy.

The firm offers a range of services, including financial planning, investment management, estate planning, and tax planning, collaborating with clients’ chosen legal and tax professionals to ensure a holistic strategy. The team includes experienced advisors like co-founder Robert P. Engel, CFP®, and Benjamin Engel, LPL Financial Advisor. ​