Skip to main content

  • Client Logins
    • LPL Financial
    • AssetMark
  • Home
  • About Us
    • Our Firm
    • A Strategic Business Partner
    • Our Approach
    • Mission Statement
  • Our Services
    • A Lasting Legacy
    • Business Services
    • Individual Services
    • Retirement Plans
    • Tax-Managed Strategies
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
    • Calculator Library
  • Contact

    You are here

  1. Home
  2. Our Services
  3. Individual Services

Individual Services

Providing you with financial solutions:

We help you build financial freedom. It can start with knowing that we are here to help you pursue your financial goals and dreams and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way.

  • Alternative Investments Annuities
  • Disability Income Insurance
  • Education Funding
  • Estate Planning
  • Insurance Analysis Insurance Strategies
  • Life Insurance
  • Long-Term Care Insurance
  • Mutual Funds
  • Retirement Analysis
  • Separately Managed Accounts
  • Term Life Insurance
  • Universal Life Insurance
  • Whole Life Insurance

Our Services

  • A Lasting Legacy
  • Business Services
  • Individual Services
  • Retirement Plans
  • Tax-Managed Strategies

Contact Us

Don't hesitate to get in touch with us.
We look forward to the opportunity to become your trusted advisor.

Phone: 714-210-3700
Fax: 714-460-6710

Email: fpisano@meritagewealth.com

4 Hutton Centre Drive, Suite 750, Santa Ana, California 92707

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Francis X. Pisano is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Please visit https://brokercheck.finra.org for a list of states in which Francis X. Pisano is registered to do business.

© 2023 Meritage Wealth Management. All rights reserved.

Website Design For Financial Services Professionals