BENJAMIN W. WONG, CFP®, MBA, PRESIDENT, SENIOR FINANCIAL ADVISOR
Nancy Conrad, BUSINESS CONSULTANT
CYNTHIA MEYERS, CFP®, MBA, VICE PRESIDENT, SENIOR FINANCIAL ADVISOR
Paul Nelson, CFP®, MBA, Vice President, Senior Financial Advisor
GRACE NELSON, CFP® VICE PRESIDENT, SENIOR FINANCIAL ADVISOR
SHAWN SANDOVAL, CFP®, CHIEF OPERATING OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT
ANITA FONG-CHAO, AIF®, CFP®, FINANCIAL ADVISOR
DAN TOMAN, CFP®, FINANCIAL PLANNER, LEAD INVESTMENT STRATEGIST
DON KAPLAN, CPA, FINANCIAL ADVISOR
RON SANCHEZ, CFP®, LUTCF,
WEALTH MANAGER
JON BEAUCHEMIN, FINANCIAL ADVISOR
MARCIEL J. CAMACHO, ENROLLED AGENT, FINANCIAL ADVISOR
Ankit Shah, CFP®, Financial Advisor
Kathy Patterson, CFP®, Senior Financial Advisor
ANTHONY MARCELINO, FINANCIAL ADVISOR
JENNY HOOD, CFP®, ASSOCIATE FINANCIAL PLANNER
NANCY CAMACHO, FINANCIAL ADVISOR & INSURANCE SPECIALIST
ADELE IWASAKI, ADMINISTRATIVE ASSISTANT
ANTOINETTE KISTLER, EXECUTIVE ASSISTANT AND OFFICE MANAGER
CHERYL MCCULLOUGH, OPERATIONS SPECIALIST
EUNICE HO, OPERATIONS SPECIALIST
GAYLE PLAYDON, PARAPLANNER
JANAE SOWARDS, OPERATIONS SPECIALIST
KEITH MUIR, SENIOR FINANCIAL PARAPLANNER
MATT WONG, IT AMBASSADOR & ASSISTANT
MELINDA BANISTER, CLIENT SERVICE SPECIALIST
MINDY HEDGES, OPERATIONS SPECIALIST
SHARLA CAPENER, CLIENT SERVICE ADMINISTRATOR
SYLVIA CRAIG, CLIENT SERVICE ADMINISTRATOR
