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Proactive Planning

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Contact

If you would like to learn more about Wale Advisory Group, or would like to schedule a free consultation, please feel free to contact us today:

Phone: 949-364-2602
Fax: 949-361-9493
Email: jw@waleag.com

Mailing Address

638 Camino de los Mares
Suite H130-462
San Clemente, CA 92673

Office Address

5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

 

Satellite Office location

28202 Cabot Road
Suite 300
Laguna Niguel, CA 92677

 

Quick Message

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10 Things to Know About Planning
Your Retirement Income ebooklet

 

We are proud active members of:

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5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

© 2025 Wale Advisory Group Inc. dba Wale Insurance & Financial Services. All rights reserved.