With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

close

Team photo
Team photo

View Larger


Our advisors

Paolo Maressa Yamamoto

CRPS, APMA

Associate Manager

Associate Vice President
Learn more about Paolo Maressa Yamamoto Visit Paolo Maressa Yamamoto's website

Jason Garofalo

APMA

Financial Advisor

Managing Director
Learn more about Jason Garofalo Visit Jason Garofalo's website

Justin Bradley Cameron

APMA

Financial Advisor

Learn more about Justin Bradley Cameron Visit Justin Bradley Cameron's website


Our team

JASON SWOBE

JASON SWOBE

Registered Client Service Associate

Lourdes Flores

Lourdes Flores

Client Service Specialist