Raymond B. Dietz

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Client Login

Christine Macias

Director of Operations

Contact

Office: 310-936-3379

Fax: 234-284-9077

19782 MacArthur Blvd.

Suite 270

Irvine, CA 92612

rdietz@osaicwealth.com

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The financial advisors at LifePlans Financial offer securities through Osaic Wealth, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of CA, FL, GA, NV, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of LifePlans Financial offer investment advisory services through Osaic Wealth, Inc., a registered investment adviser. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc..

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with the appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities, law administrator.