(949) 662-8090
info@fourthpointwealth.com
At Fourth Point Wealth, our mission is simple: to empower you with the knowledge and tools to align your financial strategy with your personal goals. We believe that informed decisions lead to long-term financial stability, and that’s why education is at the core of everything we do.
We demystify the financial planning process, ensuring you not only understand your investment choices but also the reasoning behind them. Our approach is built on aligning your financial actions with your aspirations—creating a dynamic, customized plan that grows and evolves with you.
Chris Janeway, CFPA, a seasoned finance professional, launched Fourth Point Wealth after recognizing a common issue among investors: the lack of confidence and understanding in their investment strategies.
With a career spanning several major financial institutions, he saw the need for a different kind of wealth management firm—one that prioritizes bespoke investment alignment as a path to sustainable wealth.
Jennifer Zaat-Wright brings more than 30 years of experience in wealth management and financial planning.
A California native, she grew up in Newhall, CA, where one of her first jobs as a waitress instilled in her the values of hard work, determination, and the importance of prompt, thoughtful service—traits that have defined her career.
Newport Beach
4590 MacArthur Blvd. Suite 500
Newport Beach, CA 92660
Santa Barbara
1600 State St.
Santa Barbara, CA 93101
Huntington Beach
20422 Beach Blvd. Suite 410
Huntington Beach, CA 92648
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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910 . Fourth Point Wealth and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Fourth Point Wealth or these representatives. Chris Janeway is a Dave Ramsey SmartVestor Pro provider (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation and is not sponsored or endorsed by PlanMember Securities Corporation.
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