Who We Are


We’re a team of investment professionals that has extensive experience sitting on committee boards and willingly volunteering time and expertise to organizations within our communities, some of which include, but are not limited to:

  • Boys Hope/Girls Hope of Southern California – Board Member
  • Center for Wealth Management at UCI – Founding Partner Member
  • Children’s Hospital of Orange County – Advisory Committee Member
  • CFA Society of Orange County
  • Concordia University – Presidential Advisory Council Member
  • Free Wheelchair Mission – Fundraiser and Ambassador
  • Goodwill of Orange County – Investment Chair Member
  • HALO Foundation – Executive Director
  • Hi Hopes Identity Discover Foundation
  • Irvine Public Schools Foundation – Trustee
  • Legatus International
  • Los Angeles Junior Chamber of Commerce
  • Mariners Church – Committee Member
  • MiOcean – Past Chair and Committee Member
  • National Charity League
  • Operation Smile – Fundraiser and Ambassador
  • Orange Catholic Foundation – Board Member
  • St. Francis Medical Center – Finance Committee, Fdn. Board Member
  • St. Mary’s College of CA – Advancement /Investment Comm. Chairman
  • Serving People In Need
  • Sisters of St. Joseph (Carondelet Province) – Finance Advisory Brd. Member
  • The Patriots Initiative – Founding Partner, Exec. Committee Member
  • UCI Athletic Fund – Board Member
  • UCI CIWM LIFEvest Program – Founder, Exec. Committee Member
  • WomanSage – Ambassador
  • Word Alive Church
  • YHope

Consider Us Your Partners…

… An Extension of Your Staff

Our firm was founded in 2002 and has since become one of the largest Registered Investment Advisors (RIA) in the nation. As a 100% employee-owned, independent investment advisory firm, we provide clear and objective investment advice, solely advocating for our diverse group of clients.