Advisors

Mohammed Adel Barakat

Mohammed Adel Barakat

Financial Advisor

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Team

Matt Meduri

Matt Meduri

Financial Planning Specialist

Qualifications

  • B.A. in Literature from Loyola Marymount University: Los Angeles, CA (2002)

Roles & Responsibilities

  • I assist the practice in developing state-of-the-art, tailored financial plans.
  • I thrive on solving perplexing financial problems.
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Brian Vo

Brian Vo

Financial Planning Specialist

Qualifications

  • B.S. in Finance from Cal State Fullerton: Fullerton, CA (2014)

Roles & Responsibilities

  • I value service in our practice and draw my inspiration from our clients.
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Julia Pearl

Julia Pearl

Financial Planning Specialist

Roles & Responsibilities

  • My goal is to maintain valued communication with our clients.
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