Contact Information

Please contact us with any questions. If you are not yet a client, we can provide you with a complimentary initial consultation or a second opinion on what you are currently doing.

E-MAIL:
Jay Douglas - Partner, Chief Investment Strategist – jdouglas@wealthspringpartners.com
Ted Athans - Partner, Managing Principal – tathans@wealthspringpartners.com
Ashley Boone - Client Service Advisor – aboone@wealthspringpartners.com
Theresa Hays - Investment Operations Manager – thays@wealthspringpartners.com
Christie Greenfield - Client Services Manager – cgreenfield@wealthspringpartners.com
Clare Duffy - Client Services Coordinator - cduffy@wealthspringpartners.com
Tracy Wu - Financial Planning Services Manager – twu@wealthspringpartners.com

TELEPHONE:
Toll-free for all offices: 888-491-4410
Local number for Long Beach: 562-491-4410
Local number for San Luis Obispo: 805-543-2365
Local number for Cambria: 805-927-5070
Local number for Inland Empire: 909-566-0900
Local number for Santa Rosa: 707-968-7237

OFFICE LOCATIONS:

Long Beach
5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815

San Luis Obispo
1360 Marsh Street
San Luis Obispo, CA  93401

Orange County
One Park Plaza, Suite 600
Irvine, CA 92614

Chino Hills/Chino Valley
15338 Central Ave.
Chino, CA  91710

Santa Rosa
1550 Airport Boulevard, Suite 205
Santa Rosa, CA 95403