Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for ANIMO ADVISORS
Team photo for ANIMO ADVISORS

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Our advisors

Advisor photo for Phuong N Quach

Phuong N Quach

CFP®, BFA, CRPC, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Phuong N Quach Visit Phuong N Quach's website
Advisor photo for Troy Okumura

Troy Okumura

CFP®, BFA, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Troy Okumura Visit Troy Okumura's website
Advisor photo for Arshdeep Singh

Arshdeep Singh

APMA®

Financial Advisor

Learn more about Arshdeep Singh Visit Arshdeep Singh's website
Advisor photo for Darren Bado

Darren Bado

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Darren Bado Visit Darren Bado's website
Advisor photo for Spencer D Crume

Spencer D Crume

CRPC, AWMA®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Spencer D Crume Visit Spencer D Crume's website


Our team

Saffiate Hales

Saffiate Hales

Paraplanner

Alex Keeno

Alex Keeno

Client Service Coordinator

Cora De Jesus

Cora De Jesus

Client Service Coordinator

Gabriela Flores-Ibarra

Gabriela Flores-Ibarra

Client Service Coordinator

Jason Tu

Jason Tu

Client Service Coordinator

Shannen Lee

Shannen Lee

Client Service Coordinator

Vidya Devaya Mundanada

Vidya Devaya Mundanada

Client Service Coordinator

Linh Hankins

Linh Hankins

Operations Manager