Dream Ridge Capital Group Limited

Address

1124 Bristol Street
Costa Mesa, CA 92626

Contact

Phone: 800.701.2457

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:00 am–4:30 pm

Additional Info

Client Login

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Dream Ridge Capital Group Limited

Costa Mesa

Dream Ridge Capital Group Limited’s Costa Mesa office provides clients with comprehensive wealth management and financial planning services rooted in the energy of Orange County. Situated in the heart of a dynamic business community, the team offers guidance tailored to the region’s entrepreneurial culture, multigenerational families, and coastal lifestyle.

Our Team

Jared Bergstrom

Senior Vice President | Financial Advisor

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Chris Bougeokles

Senior Vice President | Financial Advisor

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Simon Chung

Senior Vice President | Financial Advisor

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Hans Ewert

Senior Vice President | Financial Advisor

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Steven Ford

Senior Vice President | Financial Advisor

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Innovation and entrepreneurship are at the heart of everything we do. We continuously seek out new ways to serve our clients and improve our operations.

J. Fielding Miller Chief Executive Officer

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Markets & Investing

Why Predictions Matter Less Than Portfolio Construction

Second Act: Bill Kerig Won’t Stay Still

Lifestyle Feature: The Realities of Retiring Abroad

Investment Feature: Risk is Part of the Plan

Lasting Legacy: Digital Death Cleaning

Expert Angle: Stronger in the Golden Years

Money Mindset: Future Homer’s Problem

Planning Feature: Preparing the Handoff

Passion Pursuits: Film Festival Frame of Mind

Client Q&A: How Will Divorce Affect My Taxes?