The Team

Strategic Planning & Investment Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Matthew Hunstock

Matthew Hunstock

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Montgomery High School, University of California at Santa Barbara - BA History & Business Economics, California Lutheran University - MBA
CA Insurance #0E32971

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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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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 Larsen

Kayla Larsen

Client Service Manager

Patricia Kawecki

Patricia Kawecki

Administrative Assistant