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. A list of non-profit organizations for which our professional team serves or has served in a volunteer capacity  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
  • Concordia University – Presidential Advisory Council Member
  • Free Wheelchair Mission – Fundraiser and Ambassador
  • Goodwill of Orange County – Investment Chair Member
  • HALO Foundation – Executive Director
  • Humane Society of Silicon Valley – Finance Committee Member
  • Irvine Public Schools Foundation – Trustee
  • Legatus International
  • Los Angeles Junior Chamber of Commerce
  • Mariners Church – Executive Council Member
  • MiOcean – 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 Prov.) – Finance Advisory Brd. Member
  • The Patriots Initiative – Executive Committee Member
  • UCI Athletic Fund – Board Member
  • UCI CIWM LIFEvest Program – 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.