Orchard Financial Group

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Anthony Perez

Anthony Perez

MBA, CFP®, AAMS®, CRPC®, AIF®

Private Wealth Advisor

Managing Director of Orchard Financial Group
Visit Anthony Perez's website
Philip Decallejon

Philip Decallejon

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Philip Decallejon's website
Michael Kawase

Michael Kawase

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Kawase's website
Eric Smutko

Eric Smutko

APMA®

Financial Advisor

Visit Eric Smutko's website
Kristie Liuag

Kristie Liuag

APMA®

Associate Financial Advisor

Operations Director
Visit Kristie Liuag's website

Team

Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A. Mass Communications, Public Relations
  • CA Insurance License #0K56283
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Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
Aprile Poag

Aprile Poag

Paraplanner,

Financial Planning Specialist

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
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Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist