Trevor McGhieCFP® • CERTIFIED FINANCIAL PLANNER™
A fiduciary financial advisor serving Orange County from Costa Mesa, helping individuals and business owners plan for retirement, equity compensation, and taxes with independent advice.
Meet Trevor
Trevor McGhie is a CFP® professional and a fiduciary financial advisor who helps individuals and businesses plan for the retirement they envision.
Trevor McGhie is a licensed investment adviser representative and a fiduciary. He began his career in financial services after earning a degree in Business Administration from California State University, Fullerton, joining a large investment firm where he learned from some of the most experienced advisors in the country.
Over time, Trevor saw the limitations that can come with a large firm. He chose to become an independent financial advisor so he could offer a wider range of solutions and a higher level of service, with each client's interests at the center of every recommendation.
Whether you are an individual planning for your own future or a business owner building a plan for your employees, Trevor and his team have the experience to help guide you toward the retirement you have in mind. His work spans retirement and investment planning, equity compensation such as RSUs and ISOs, and coordinated tax strategies.
How Trevor Helps
Independent, fiduciary planning for individuals and business owners who want coordinated advice and a long-term relationship.
Retirement Planning
A plan to turn savings into dependable, tax-aware income for the retirement you envision.
Investment Planning
Portfolios aligned with your written plan and comfort with risk, free of a firm's product agenda.
Equity Compensation, RSUs and ISOs
Strategies for restricted stock and incentive stock options, including timing and taxes.
401(k) and Employer Plans
Guidance for individuals and for business owners building retirement plans for their teams.
Tax Planning
Roth conversions and tax-efficient strategies coordinated with the rest of your plan.
Estate and College Planning
Coordination on legacy goals and education funding, working with your attorney and CPA.
Areas Trevor Serves
Based at 555 Anton Boulevard in Costa Mesa, Trevor serves clients across Orange County, and nationwide by secure video and phone.
Costa Mesa
Professionals and business owners near South Coast Metro planning for retirement and taxes.
Newport Beach
Established households seeking coordinated, independent, fiduciary advice.
Irvine
Tech and corporate professionals with equity compensation such as RSUs and ISOs.
Huntington Beach
Families and pre-retirees planning dependable, tax-aware income.
Anaheim and North County
Business owners building long-term wealth and employer retirement plans.
Nationwide by Video
Clients across the country who prefer to meet securely by Zoom or phone.
Have questions? Let's talk.
Whatever stage you are at, Trevor is glad to answer your questions. Book a complimentary introductory call, or reach out directly.
Frequently Asked Questions
Is Trevor McGhie a fiduciary financial advisor?
Yes. Trevor is a licensed investment adviser representative who provides advice in a fiduciary capacity and is committed to acting in his clients' best interest in that role. He is also a CFP® professional, and CFP® professionals commit to a fiduciary duty when providing financial advice.
What credentials and experience does Trevor McGhie have?
Trevor is a CFP® professional and a licensed investment adviser representative. He earned a degree in Business Administration from California State University, Fullerton, and began his career at a large investment firm before choosing to practice as an independent advisor.
Where is Trevor McGhie located and what areas does he serve?
Trevor works from 555 Anton Boulevard, Suite 200, in Costa Mesa. He serves clients across Orange County, including Newport Beach, Irvine, Huntington Beach, and Anaheim, and nationwide by secure video and phone.
Who does Trevor McGhie work with?
Trevor works with individuals planning for their own future and with business owners building retirement plans for their employees. His clients often want independent advice, a clear plan, and a long-term relationship.
What services does Trevor McGhie provide?
Trevor provides retirement and investment planning, equity compensation and RSU and ISO strategies, 401(k) and employer plan guidance, tax planning, and estate and college planning coordinated with your attorney and CPA.
How do I schedule a meeting with Trevor McGhie?
You can schedule a complimentary introductory meeting through the booking link on this page, or call (949) 785-1535. The first conversation is a no-pressure discussion to see whether his experience fits your situation.