First American Trust, FSB

5 star rating 1 Review

(877) 908-7878(877) 908-7878 View Website »

5 First American WaySanta Ana, CA 92707

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Reviews

  • First American Trust, FSB - Santa Ana, CA - Derek M.

    Derek M.

    Wealth Management
    Derek M. (Posted to Judysbook.com)
    7/15/2009

    Solid investment performance as well as real estate and business services.

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Business details

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Trust Services

Certifications

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Juris Doctor
  • Masters of Business Administration
  • Registered Financial Planner

Hours of Operation

  • MON
  • 8:00am
  • 5:00pm
  • TUE
  • 8:00am
  • 5:00pm
  • WED
  • 8:00am
  • 5:00pm
  • THU
  • 8:00am
  • 5:00pm
  • FRI
  • 8:00am
  • 5:00pm
  • SAT
  • SUN