At Arbor Wealth, we believe financial wellness should be within reach for everyone, regardless of income. Based in Downey, CA, and guided by the vision of our founder and CEO, Frank Jimenez, we are dedicated to transforming lives through exceptional financial services, offering high-quality financial planning to families and individuals from all walks of life. We celebrate success together, leading with love and cultivating authentic relationships founded on trust and accountability. By upholding our commitments and striving for excellence in all we do, we build meaningful connections that inspire confidence and open doors to endless possibilities. Fueled by the belief that anything is achievable, we face every challenge with purpose and joy, ensuring our journey is as rewarding as the goals we achieve. At Arbor Wealth, we are more than a financial company—we are a resource in building legacies, achieving dreams, and creating a better future for all.
Our Core Principles
- Celebrate Each
Other’s Wins - Service Always
Comes First - How You do One Thing
is How You do Everything - Real Relationships
are Everything - Take Full
Responsibility - Anything
is Possible - Have a
Lot of Fun - Honor Your
Commitments - The Legacy
Must Continue - Always Lead
with Love
Strategic Alliances
Arbor Wealth has strategically aligned with WestPac Wealth Partners, giving our clients access to one of the most robust financial product platforms available today. This relationship allows us to help clients achieve their financial goals through strategic macro-management, comprehensive financial education, and experienced asset servicing.
WestPac has also received numerous accolades for its exceptional workplace culture and commitment to excellence.
