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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

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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

 
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ANTHONY MARCELINO, FINANCIAL ADVISOR

JENNY HOOD, CFP®, ASSOCIATE FINANCIAL PLANNER

NANCY CAMACHO, FINANCIAL ADVISOR & INSURANCE SPECIALIST

 

Shabina Rafiq, Financial ADVISOR

 
 
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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

 

THERESA CROSS, MARKETING COORDINATOR, CLIENT COMMUNICATIONS