Financial Planning - Investment Planning


Rennie & Associates provides fee-only financial planning and investment planning services.  Located in Orange County, California since 1999, Rennie & Associates builds customized solutions for the unique requirements of each client and believe that well structured, diversified and stable investment strategies provide long-term financial success.

Investment Philosophy

A sound financial plan is the foundation on which long-term financial security is built.  A plan must be resilient to withstand short-term market fluctuations and life events through broad diversification.  It should be aligned with the unique vision of retirement or financial success of each client.  It should be nimble to respond to unanticipated events and needs. 


A sound plan minimizes investment costs while maximizing return for acceptable levels of risk.