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Tom Hessler

Advisor at World Investment Advisors, LLC

Updated today
World Investment Advisors, LLC logo

Firm

World Investment Advisors, LLC

Location

Corona, CA

Credentials

Series 63, Series 65

Industry experience

28 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Work history

World Investment Advisors, LLC

2019 - Present (7 years)

Securities America Advisors

2017 - 2019 (2 years)

Securities America, Inc.

2017 - 2019 (2 years)

Clearview 401(k) Consultants Inc.

2016 - 2023 (7 years)

NATIONAL PLANNING CORPORATION

2016 - 2017 (1 year)

UnEMPLOYED

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sara L

CFP®

Tustin, CA

21 West Wealth Management LLC

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Business ownership considerations Business Financial Management Wealth management Established Professionals Baby Boomers (Born 1946-1964)

Carly P

CFP®, Series 63, Series 65

Tustin, CA

Fidelity

Carly Peck is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients pursue their vision of financial success. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. Prior to joining Fidelity Investments, Carly worked as an Assistant National Account Executive at Celtic Commercial Finance from 2018 to 2019. She holds a California Insurance License, supporting her expertise in financial and insurance services.

Wealth management Financial Professional

Marc R

CFP®, Series 66

Chino Hills, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner

Micah T

Series 66

Riverside, CA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner

Andrew M

Series 66

Chino, CA

Fidelity

Andrew Matus is an Investment Consultant who focuses on creating financial road maps that align with the goals of his clients and their families. He has held roles including Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025, and Financial Planner at Northwestern Mutual in 2022. Andrew holds a California Insurance License. Outside of his professional work, he has interests in baseball, the beach, comedy, fishing, fitness, and food.

Wealth management Passive / index investing Active portfolio management

Gabriel M

Series 66

Tustin, CA

Fidelity

Gabriel McAuley is a Financial Consultant at Fidelity Investments, where he works with clients to understand their financial goals and co-create tailored financial plans and investment strategies. He has been with Fidelity since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Gabriel holds a California Insurance License, which supports his work in financial consulting. His experience spans multiple facets of financial services, enabling him to provide comprehensive support to his clients.

Wealth management Passive / index investing Active portfolio management
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