The Team
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Our Advisors

Nikolas H Okita

Nikolas H Okita

Associate Manager

More about me...

Contact

nikolas.h.okita@ampf.com

949.660.4608

Designations

CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

University of California, Los Angeles
CA Insurance #0E53315

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Jermaine Jamison

Jermaine Jamison

Associate Manager

More about me...

Contact

jermaine.jamison@ampf.com

424.343.5095

Designations

AAMS®, AWMA®, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Charitable Giving

Education

California State University, Fresno - Bachelors of Science, Business
CA Insurance #0G36987

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Scott Durrett

Scott Durrett

Financial Advisor

More about me...

Contact

scott.durrett@ampf.com

562.308.4526

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

USC Bachelor of Arts, Political Science
CA Insurance #0K48038

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Thomas Gillespie

Thomas Gillespie

Financial Advisor

More about me...

Contact

thomas.gillespie@ampf.com

562.308.4500

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Sonoma State University - Economics '74

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Our Staff

Ethel Lopez

Ethel Lopez

Client Service Associate
More about me...

Contact

ethel.lopez@ampf.com

949.863.9400

Qualifications

  • Series 7
  • California State Insurance License
  • Notary Public
Gina Quiroz

Gina Quiroz

Client Service Coordinator
Frank Sanchez

Frank Sanchez

Registered Client Service Associate
Practice Manager
More about me...

Contact

frank.sanchez@ampf.com

949.863.9400

Qualifications

  • Series 7 License
  • Series 66 License
  • B.A. in International Business (CSUF)

Wayne Gandy

Senior Operations Leader