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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Advisors

Jeff Cordova

Associate Manager

Managing Director
Visit Jeff Cordova's website


Team

Lina Vu

Lina Vu

Client Service Associate

Teresa Serrano

Teresa Serrano

Client Service Coordinator

Ed Alexander

Ed Alexander

Registered Operations Leader