Business Details
22 Years
experience
Trusted Financial Advisers in Orange, CA
Tabr Capital Management is a professional financial advisory firm dedicated to providing disciplined risk management and personalized investment strategies. With over two decades of combined experience, our team specializes in helping clients navigate complex financial landscapes while prioritizing long-term security. As fiduciaries, we operate on a fee-only basis, ensuring our recommendations align solely with client needs.Our approach integrates technical market analysis with comprehensive financial planning, serving individuals across the United States. We emphasize transparency, ethical practices, and client education to foster trust and enduring relationships.
Services
Investment Management
Financial Planning
Portfolio Design
Risk Assessment
Retirement Planning
Details
- Year established: 2004
Highlights and features
- We act as fiduciaries with a fee-only compensation model ensuring unbiased advice
- Our principals hold elite credentials including CFP and Chartered Market Technician designations
- We implement proprietary technical analysis models for data-driven investment decisions
- We maintain over $200 million in assets under management with proven strategies
- We provide direct access to senior advisors with decades of combined experience
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Market Technicians Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Services
Investment Management
Our investment management service focuses on creating customized portfolios aligned with individual risk tolerance and financial goals. Using technical analysis and market trend diagnostics, we implement strategic asset allocations across equities, bonds, and alternative investments. The approach emphasizes risk mitigation while pursuing long-term growth through actively managed funds and proprietary dividend stock strategies.
Financial Planning
We develop comprehensive financial plans addressing retirement readiness, tax optimization, and wealth preservation strategies. Our process includes detailed risk assessments, cash flow analysis, and scenario modeling to help clients navigate major life transitions. The planning integrates estate considerations and insurance evaluations to create holistic wealth management solutions.
Portfolio Design
Our portfolio design service creates tailored investment strategies based on client-specific objectives and market conditions. We combine technical analysis with fundamental research to determine optimal asset mix across different classes. The process includes regular rebalancing and performance monitoring to maintain strategic alignment with evolving financial goals and market environments.
Risk Assessment
We employ formal risk assessment methodologies to evaluate client exposure to market volatility and economic cycles. Our approach quantifies risk tolerance levels and develops mitigation strategies through diversified investments and tactical positioning. The assessment forms the foundation for all investment decisions and portfolio construction activities.
Retirement Planning
Our retirement planning service addresses pre-retirement optimization and post-retirement income management. We analyze pension options, Social Security timing, and withdrawal strategies to maximize sustainable income. The planning incorporates tax-efficient distribution methods and longevity considerations to ensure financial security throughout retirement years.
People
Robert M. Kargenian
President/Principal, Co-Founder
Chartered Market Technician with 35+ years of experience in financial markets. Former Prudential Securities advisor, now leading TABR's technical analysis strategies. Holds BA in Sports Administration from Cal State Fullerton and contributes to financial publications.
Steven W. Medland
Partner/Principal, Co-Founder
CERTIFIED FINANCIAL PLANNER professional with Wharton MBA and naval engineering background. Specializes in strategic financial planning and market analysis. Author of 'Spiraling Up' and frequent media contributor with expertise in retirement optimization.
Jamie Klein
Office Administrator
Manages payroll, bookkeeping, and portfolio systems with 13 years of prior financial services experience. Graduated from Chapman University and volunteers with child advocacy programs while supporting firm operations.
Sylvia Bazan
Administrative Assistant
Supports account administration and trade processing with 21 years of banking experience. Former Bank of America mortgage group professional and long-time TABR team member handling client documentation and operational workflows.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, portfolio management, risk assessment, and investment optimization tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors we're legally obligated to prioritize client interests over any third-party compensation or commissions.
What investment approach do you use?
We employ technical analysis-based risk management models combined with strategic asset allocation to optimize returns while minimizing market exposure.
How are your fees structured?
Our fees are based on a percentage of assets under management, covering all ongoing financial planning and investment management services.
Do you work with clients outside California?
Yes, we serve clients nationwide through virtual consultations and digital portfolio management tools while maintaining SEC registration in California.
