Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Our advisors

Douglas Crumley Jr

Douglas Crumley Jr


Private Wealth Advisor

Business Financial Advisor
Learn more about Douglas Crumley Jr Visit Douglas Crumley Jr's website

Our team

Pauline Cole

Pauline Cole

Client Service Specialist,

Marketing Specialist


  • Notary Public
  • CA Insurance Lic # 0F45940
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Jeanne Dendas

Jeanne Dendas

Operations Director

Gerardo Vergara, APMA<sup>®</sup>

Gerardo Vergara, APMA®

Associate Financial Advisor

Heather Tan

Heather Tan

Client Service Specialist