Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: San Diego – Sorrento Valley

Clear All Filters

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Michael Axelrod Image

Michael Axelrod

Wealth Advisor

San Diego – Sorrento Valley

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Financial Planner

San Diego – Sorrento Valley

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Ready to get started?

Explore More

Man sitting on the couch thinking

Family & Finance

Financial and Lifestyle Challenges of Gray Divorce

March 27, 2025

Personal Finance

How To Build Retirement Savings Later in Life

March 26, 2025

Retirement

Social Security Fairness Act: What To Know About the Repeal of WEP and GPO

March 24, 2025

Continue Browsing