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.

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Location: San Diego – Sorrento Valley

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Chris Paolantonio, CFA®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Blase Image

Eric Blase

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

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

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