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August 15, 2009

FOUNDATION REAL ESTATE ADVISORS closes lease transaction for World Financial Group

Foundation Real Estate Advisors assisted World Financial in successfully completing lease negotiations for a new location in South County.  After nearly 8 months of planning and negotiations with as many as four locations in Lake Forest, Irvine, and Laguna Hills, the new facility is described as a “perfect fit” for the client.  Of key consideration was Foundation’s ability to obtain building top signage facing the I-5 freeway at no additional cost to the tenant, as well as a large conference facility and separate staff entrance.  World Financial’s president, Sean Ragland, stated “The space is absolutely perfect and we couldn’t be happier with the outcome.”


World Financial is a private wealth management and advisory firm with locations throughout the United States.  The firm’s goal is to educate clients in various investment alternatives and to assist them in managing investments over the long-term. 

For More Information, contact Jeff Lerch or visit
Jeff Lerch, President
949-724-9636 x215