Elevated Wealth Advisory Group

Elevated Wealth Advisory Group strives to provide a high level of client service to help you manage your financial concerns. Our advisory group uses customized strategies to help you set goals and take action toward achieving them. We meet with our clients regularly throughout the year to address financial concerns in an ever changing environment.


Advisors

Joshua Goeppner

Joshua Goeppner

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Joshua Goeppner's website
Ashkan Afrasiab

Ashkan Afrasiab

CRPC®, CRPS®, AAMS®, AWMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Visit Ashkan Afrasiab's website
Andrew Quillope

Andrew Quillope

MBA

Financial Advisor

Visit Andrew Quillope's website
Hap Cole

Hap Cole

CFP®

Associate Financial Advisor

Visit Hap Cole's website

Team

Jessica Kranz

Jessica Kranz

Practice Manager,

Paraplanner

Qualifications

  • Bachelor of Arts, Communication Studies, CSULB 2008
  • Series 7, Series 66, California Life and Health License
  • Has worked at Ameriprise since 2005
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Renee Shafer

Renee Shafer

Operations Manager,

Client Service Coordinator
Brandon Vertullo

Brandon Vertullo

Assistant

Lillianna Norn

Receptionist,

Administrative Assistant