The Team
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Doug Ireland

Doug Ireland

Branch Manager

More about me...

Contact

douglas.ireland@ampf.com

949.660.4655

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Insurance

Education

BA, Criminal Justice, California State University, Fullerton, CA, 1987-1992
CA Insurance #0B82259

VISIT MY WEBSITE

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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Our Staff

Melissa Bausley

Registered Client Service Associate

Nancy Brundage

Client Service Associate

Jessica Combe

Client Service Associate

Travis Combe

Registered Client Service Associate

Michelle Queensen

Registered Client Service Associate

Frank Sanchez

Registered Client Service Associate

Doreen Sciulla

Registered Client Service Associate