Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Cory J Matsumoto

Cory J Matsumoto

Financial Advisor

Senior Vice President of Capital Reserve Group
Learn more about Cory J Matsumoto Visit Cory J Matsumoto's website
Advisor photo for Genae Affrunti

Genae Affrunti

Financial Advisor

Senior Vice President of Capital Reserve Group
Learn more about Genae Affrunti Visit Genae Affrunti's website
Advisor photo for Rey Carandang

Rey Carandang

Financial Advisor

Senior Vice President of Capital Reserve Group
Learn more about Rey Carandang Visit Rey Carandang's website


Our team

Julia Bica

Registered Client Service Associate

Brian Toyama

Client Service Associate

Matthew Doe

Client Service Associate