The Team
Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to roll over some of your assets while you’re still working and contributing to a plan. We help our clients determine if they should roll over some of the assets in their 401(k) plan to an IRA. Rollovers are just one thing we help clients consider as we use our exclusive Confident Retirement® approach to create comprehensive financial strategies that evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow — with confidence.

Our Advisors

Kris De La Pena

Kris De La Pena

Private Wealth Advisor

More about me...

Contact

kris.a.dlp@ampf.com

949.798.6222

Designations

CFP®, CRPC®, AAMS®, CMFC®, AWMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

University of California, Los Angeles (UCLA). Bachelors of Science Degree
CA Insurance #0E88832

VISIT MY WEBSITE

Our Staff

Scott Peters

Scott Peters

Client Service Specialist
More about me...

Contact

scott.peters@ampf.com

949.798.5550

Qualifications

  • Scott joined Kris’ team in November, 2016. He has 18 years’ experience in financial services, primarily focused on providing an exceptional client experience.
  • His past positions include Assistant Operations Manager, Securities Trader, and Operations Call Center Operator.
  • Scott is also a 12-year veteran of the United States Air Force, having served in such diverse locales as Terceira Island, Azores; Honduras and Riyadh, Saudi Arabia.
  • . As a Firefighter, Scott learned the value of service, forward thinking, and always having a back-up plan. After leaving the Air Force, he held a number of jobs while attending school for accounting
  • In his spare time, Scott serves the local community working as a baseball umpire and high school football Back Judge. Scott’s other passion is television.
  • As a member of the Director’s Guild of America®, he works as a stage manager for a variety of live TV events.
Sarah Delaney

Sarah Delaney

Paraplanner
Client Service Specialist