Our Investment Advisory Team

Executives

Danilo Kawasaki, CFP®

Vice President and COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Matthew Iantosca, CFP®

Managing Partner &
Director of Wealth Management

Education Loyola Marymount University, B.A.

Investment Advisor Representatives

Robert Castillo, CFP® ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Francine Lai, CFP® CDFA®

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris, CFP® CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Elijah Souza, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Kaytlin Hall

Investment Advisor Representative

Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Corporate Assistants

Alexander Bang

Social Media and Marketing Specialist

Education University of Oregon, B.S.

Shontell Camp

Office Manager

Education University of Missouri, B.A.

Michael Engel

Compliance Specialist

Education HPU, B.S. Loyola University Maryland, M.S. Finance

Ray Flores

Client Services Associate

Education Brown University, B.A./B.S.

Second Language: Spanish

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Mia Elena Samson

Marketing & Social Media Manager

Education Loyola Marymount University, B.S.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Cheyton Sutter

Social Media & Marketing Associate

Education California Polytechnic State University, B.S.

Second Language: Spanish

Julie Vuong

Client Services Manager

Education Michigan State University, B.A