Our Investment Advisory Team
Executives
Vice President and COO
Education Univ. of Redlands, B.S.
Second Language: Portuguese
Managing Partners
Managing Partner &
Director of Wealth Management
Education Loyola Marymount University, B.A.
Investment Advisor Representatives
Investment Advisor Representative
Education UCLA, B.A.
Second Language: Spanish, French
Investment Advisor Representative
Education UCSD, B.A.
Second Language: Chinese
Investment Advisor Representative
Education California Polytechnic University, B.S.
Investment Advisor Representative
Education Roger Williams University, B.A. California Lutheran University, M.B.A.
Corporate Assistants
Client Services Associate
Education Cal State University, Northridge, B.S.
Second Language: Spanish
Social Media & Marketing Associate
Education California Polytechnic State University, B.S.
Second Language: Spanish
