Broker Check

Our Team

Keith Offel

President

714-526-3777

714-526-3833

[email protected]

Keith H. Offel joined the financial services industry in 1995 when he launched Offel Wealth Management Group; before establishing Stonehaven Financial Group. Stonehaven Financial Group is a leading wealth management firm in Orange...

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Johnny Vallejo

Wealth Advisor

714-526-3777

714-526-3833

[email protected]

Johnny specializes in providing wealth management and financial advising services for business owners and individual clients. His areas of specialty include, advanced tax saving strategies, asset/risk management, estate planning,...

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Brenda Beasley

Director of Operations

714-526-3777

714-526-3833

[email protected]

Brenda is responsible for providing strategic client direction, building and maintaining relationships, managing client projects, and operational management. She has over 20 years of experience within the industry, of which the past 18...

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