Our advisors

Advisor photo for Neil Rahimi

Neil Rahimi

CRPC

Private Wealth Advisor

Managing Director
Learn more about Neil Rahimi Visit Neil Rahimi's website
Advisor photo for Jeffrey Chen

Jeffrey Chen

CFP®

Private Wealth Advisor

Managing Director
Learn more about Jeffrey Chen Visit Jeffrey Chen's website
Advisor photo for Kalyani Sanghavi

Kalyani Sanghavi

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Kalyani Sanghavi Visit Kalyani Sanghavi's website
Advisor photo for Jessica Redman

Jessica Redman

Registered Practice Associate

Learn more about Jessica Redman Visit Jessica Redman's website
Advisor photo for Luis R Lopez

Luis R Lopez

MBA, CRPC

Associate Advisor

Learn more about Luis R Lopez Visit Luis R Lopez's website


Our team

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate

Dreamerjene White

Dreamerjene White

Operations Leader