With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Advisors

Advisor photo for Richard Bologna

Richard Bologna

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Richard Bologna's website


Team

Clarissa Ramos

Registered Practice Associate

Ritu Khanna

Client Service Associate

Shiva Fakurnejad

Shiva Fakurnejad

Client Service Coordinator