The Team

Strategic Planning & Investment Advisors

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 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

Marco Rivera

Marco Rivera

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Education

Sonoma State University - Bachelor's in Economics
CA Insurance #0D53476

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Ryan Mason

Ryan Mason

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Small Business
  • Retirement Planning Strategies

Education

Political Science, 2001, California Polytechnic University, San Luis Obispo, CA
CA Insurance #0D55563

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Ben Stewart

Ben Stewart

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

BA, History, Cornell University, Ithaca, NY, MBA, University of Southern California, Los Angeles, CA
CA Insurance #0D61945

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Phil Polston

Phil Polston

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Bachelor of Science, Business- California Baptist University, 1974
CA Insurance #0612570

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Our Staff

Kayla C Larsen

Kayla C Larsen

Client Service Manager

Patricia Kawecki

Patricia Kawecki

Administrative Assistant