Our Firm | Hazard Financial | Independent Wealth Management & Tax Firm

About Us

Decades of Clarity, Continuity & Coordinated Guidance

For more than four decades, Hazard Financial has helped clients coordinate and gain clarity around their wealth. What began as a small family accounting practice in the early 1980s has grown into a multi-generational firm that offers integrated tax and wealth strategies and time-tested experience. Clients across Southern California and the U.S. rely on our knowledgeable, responsive team to help them build a meaningful life and legacy.

Integrated Tax & Wealth Strategies That Bring Everything Together

Your taxes and your investments should never operate in separate worlds. Our integrated approach connects tax and wealth planning, strategy, and execution, helping clients streamline scattered accounts and uncover opportunities they didn’t even know existed.

Communication That Fits Your Preferences

We meet each client where they are, explaining what matters, outlining relevant options, and equipping them to engage at the level that fits them best. Wherever you are in your life and legacy plan, we help you understand your choices so you can make confident decisions.

Experience That Stands The Test Of Time

Hazard Financial has deep roots, beginning with Victor Hazard’s accounting work in the late 1970s and the founding of the firm in the early 1980s. Through changing markets, shifting tax laws, and new generations, we’ve remained a constant presence for the families we serve.

Meet the Team

Our Core Values

These principles shape how we show up, how we make decisions, and how we support clients and their families across generations.

Integrated Tax & Wealth Strategies

You can do more with your assets when they’re managed under one roof. That’s why we integrate tax planning and wealth management, helping you generate tax alpha and keep more of your hard-earned wealth.

Communicate Your Options

We communicate clearly and often to help you understand your strategies, resources and opportunities. Our team brings clear options to the table, equipping you to vet your choices and engage how you want to.

Long-Standing Local Experience

Our family-owned firm, based in Southern California, has been finding innovative ways to serve clients since the early 80s, building relationships that last across generations and delivering trust based on decades of service.

Coordinated Team Approach

You don’t get a single advisor; you get a coordinated team that knows your story and works seamlessly on your behalf. We collaborate to deliver faster answers, close gaps, and deliver a smooth experience.

Build A Future You Feel Good About

You want to enjoy your life today and build a legacy that strengthens future generations. Our team is here to help you understand your options and move forward with purpose. When you’re ready, we’ll outline practical steps that support your goals.

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Guidance To Go & Do

From Abbey Road to beaches, campsites, and cities across the U.S., our Hazard Financial bags have become a small symbol of something bigger: clients who feel supported enough to live life fully. Explore the gallery to see where the journey has taken them.

Our Financial Partner

About Avantax

Every Step Is Rooted In Your Values & Goals

Discover Our Approach

A Coordinated Team That Knows Your Story

Meet Our Team

Engage How You Want & We’ll Meet You There

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