Decades of Dedicated Financial Expertise

We are more than just a financial advisory firm; we are a team of seasoned experts committed to guiding you through important life transitions with precision and care. Established 24 years ago in Irvine, California, Ascend has grown into a trusted advisor for individuals, families, and small businesses, focusing on fee-only financial planning and investment management. This model ensures our recommendations are made with only your interests in mind, free from the influence of commissions. Our independence is fundamental to our operation, allowing us to collaborate with world-class partners and utilize global institutional managers to optimize asset allocation and security selections, providing our clients with substantial economies of scale and unmatched portfolio management services.

Our philosophy centers on building long-term relationships that are based on trust and open communication. We strive to understand each client’s unique situation, goals, and risk tolerance to tailor our strategies effectively. Our clients are considered institutional partners, which speaks to the level of detailed care and strategic planning we dedicate to each portfolio. By focusing on comprehensive planning and strategic asset management, we help our clients navigate their financial journeys with confidence and clarity.

The backbone of our firm’s expertise is our principal, Rand A. Borresen, a seasoned Attorney and Certified Financial Planner™. With an extensive background in law and finance, Mr. Borresen brings a unique perspective to financial planning. His expertise is enhanced by ongoing education, maintaining over 50 hours yearly in various financial disciplines to stay at the forefront of industry developments. As a member of both the Financial Planning Association and the California Bar Association, he ensures our practices not only meet but exceed professional standards. This commitment to excellence is what makes Ascend Financial Advisers a leader in the financial advisory community.