Jessica Caruso, CFP®
Executive Managing Director
Jedd Nicolas, CFP®
Sr. Wealth Advisor, Director
Jojo Cresci, CFP®
Sr. Wealth Advisor, Sr. Director
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Eric Frampton, MBA, CFP®
Wealth Advisor
Fanny Guo, CFP®
Sr. Wealth Advisor
Jacob Gee, CFP®
Wealth Advisor
Jeff Giguere, CFP®
Sr. Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Joseph Mah, CFP®, EA
Sr. Wealth Advisor
Mark Ericson
Wealth Advisor
Mike Gandy, CFP®, CFA®, CPA
Wealth Advisor
Phillip Swenson, CFP®
Wealth Advisor
Richard Goldstein, CPA, CIMA®, MS
Sr. Wealth Advisor, Director
Robert Munger, CPA, CFP®
Sr. Wealth Advisor, Director
Jeff Blum
Regional Vice President
Andrew Beck, MBA
Regional Vice President
Fred Xuereb
Sr. Regional Sales Associate
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
