The Team
When a marriage ends in divorce, financial concerns are often top of mind. We help our clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement® approach and with experience in pre- and post-divorce planning, we help our clients feel the peace of mind that having a plan can bring so they can move forward confidently and optimistically.

Our Advisors

Peter Christenson

Peter Christenson

Financial Advisor

More about me...

Contact

peter.g.christenson@ampf.com

949.975.2434

Designations

CFA, CRPC®, CDFA®, RICP®

Top Areas of Focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

UC Irvine, MA in Mathematics
CA Insurance #0B82241

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Nikolas H Okita

Nikolas H Okita

Associate Manager

More about me...

Contact

nikolas.h.okita@ampf.com

949.660.4608

Designations

CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

University of California, Los Angeles
CA Insurance #0E53315

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Our Staff

Frank Sanchez

Frank Sanchez

Registered Support Assistant