Our advisors

Advisor photo for Alex Pao

Alex Pao

BFA, CRPC, APMA®

Financial Advisor

Learn more about Alex Pao Visit Alex Pao's website
Advisor photo for Jean Ruimy

Jean Ruimy

BFA, CRPC, CDFA®, APMA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Jean Ruimy Visit Jean Ruimy's website
Advisor photo for Noah Kohl

Noah Kohl

BFA, APMA®, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Noah Kohl Visit Noah Kohl's website
Advisor photo for Angela Dax

Angela Dax

CFP®, BFA, CRPC, AAMS®

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Learn more about Angela Dax Visit Angela Dax's website
Advisor photo for Jacob A Dax

Jacob A Dax

CRPC, AAMS®, APMA®, CEPA®, BFA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob A Dax Visit Jacob A Dax's website


Our team

CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • Bachelor's Degree, Business Administration, California State University, Fullerton
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Taylor Dolenga

Taylor Dolenga

Operations Specialist