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Via Luce Capital Financial Consulting

Via Luce Capital is an independent, fiduciary wealth management firm serving business owners and high-net-worth families across Orange County, CA. Led by Brent Rupnow, CFP®, CEPA®, CPA, with over 25 years of experience in financial services. We specialize in: — Exit planning for business owners preparing for a company sale or liquidity event — Comprehensive financial planning for individuals navigating major wealth transitions — Tax-aware investment management coordinated with your CPA — Retirement planning and income strategy — High-net-worth portfolio management We provide objective, fee-based guidance with institutional-quality portfolio management tailored to your goals — always centered on your interests, not product sales. We explain our thinking clearly, answer your questions directly, and coordinate with your existing CPAs and attorneys so nothing falls through the cracks. Located in Costa Mesa near South Coast Plaza. Serving clients throughout Irvine, Newport Beach, Mission Viejo, Rancho Santa Margarita, and greater Orange County.

Website: vialucecapital.com

Phone: (949) 691-1498

Cross Streets: Near the intersection of Bristol St and Hotel Way

Interested in our services?

Open now

  • Thu 7:00 AM - 4:00 PM

3090 Bristol St Costa Mesa, CA 92626 ·2175.19 mi

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