Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisor photo for Alain Connelly

Alain Connelly

Financial Advisor

Managing Director
Visit Alain Connelly's website


Carley Peraza

Carley Peraza

Registered Client Service Associate,

Practice Manager


  • Series 7
  • Series 6
  • Series 65
  • Series 63
  • California Life insurance
  • Notary Public
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