Orchard Financial Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Kristie Liuag

Kristie Liuag

APMA®

Associate Financial Advisor

Operations Director
Visit Kristie Liuag's website
Anthony Perez

Anthony Perez

MBA, CFP®, AAMS®, CRPC®, AIF®

Private Wealth Advisor

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

Philip Decallejon

CFA®

Financial Advisor

Chartered Financial Analyst®
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Audrey Schmedes

Audrey Schmedes

Financial Advisor

Visit Audrey Schmedes's website

Team

Brenda Mahar

Brenda Mahar

Client Service Specialist,

Marketing Specialist
Aprile Poag

Aprile Poag

Paraplanner,

Financial Planning Specialist
Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance #0K56283
  • B.A., Mass Communication, Public Relations
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