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(949) 754-0464

Who we are

Our Executive Team

NANCY CHALLENGER, PRESIDENT

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LUCY CURIEL, VICE PRESIDENT

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FRANCISCO CRISANTO, EXECUTIVE ASSISTANT

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LAURIE DENTON, RECEPTIONIST, SECRETARY

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Our Commitment 

We are committed to listening to you and providing you with ethical investment strategies guided by wisdom, insight, inspiration, and practical skill. We commit to regular communications and to comprehensive reviews. We commit to serving you wholeheartedly, holistically, and respectfully. We commit to keeping up with your life changes to be sure we understand your ongoing goals, preferences and needs.

Our Principle

Investing that springs from integrity is aligned with the law of good and its' rightful rewards that bless one and all.  

Contact

If you have any questions about your financial situation or wish to schedule an appointment, send us an email: Nancy@challengerwealth.com or Lucy@challengerwealth.com or give us a call at 949.754.0464.

Become A Client

Choosing Challenger Wealth Management, Inc. as your investment advisor may be your most important financial decision. With our decades of experience and rich resources, we can help you set and meet your realistic short-term and long-term financial goals.

 

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Investment Philosophy

We help you establish your investment discipline and live in it persistently with grace and an expectancy of good.

Career Opportunities

Investment Advisor Representatives

Investment Advisor Representatives with Assets Under Management of at least 25,000,000 are encouraged to consider joining our team. You must be an ethical team player willing to work hard and to always put your client’s interests first. Honesty and integrity are the backbone of our business. Your U-4 must be clean. Our pay-outs are very competitive. Email your resume’ to nancy@challengerwealth.com

Internships and Mentoring

Non-compensated internships and mentoring opportunities are available to candidates interested in learning the business. You must be quick and sharp, hard working, a team player, dependable, responsible, and willing to contribute when and as needed. Email your resume’ to nancy@challengerwealth.com


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