Our advisors

Anna A Behnam

APMA

Financial Advisor

Managing Director of Behnam & Associates
Learn more about Anna A Behnam Visit Anna A Behnam's website

Irene Tata

CRPC, APMA

Financial Advisor

Learn more about Irene Tata Visit Irene Tata's website

Michelle Owens

MBA, APMA

Financial Advisor

Learn more about Michelle Owens Visit Michelle Owens's website


Our team

Karla Haro-Castro

Karla Haro-Castro

Practice Manager,

Administrative Assistant