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At Advantis Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Through our affiliation with United Planners we can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Steven K Timbal


(949) 540-6780

(949) 540-6781

Steven Timbal started his financial career with a large insurance company. In the 8 years with that company he learned the value of building relationships with prospects, clients, and strategic partners and also the importance of...
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Matthew A de Heras


(949) 540-6780

(949) 540-6781

Matt de Heras is a co-founding partner of Advantis Advisors located in Aliso Viejo, California. Most people expect and deserve an advocate when it comes to their money. My promise to you, and to all my existing clients, is that I’m...

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