Our advisors

Anthony Perez

Anthony Perez

Private Wealth Advisor

Managing Director
Learn more about Anthony Perez Visit Anthony Perez's website
Michael Kawase

Michael Kawase

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Kawase Visit Michael Kawase's website
Philip Decallejon

Philip Decallejon

Financial Advisor

Chartered Financial Analyst®
Learn more about Philip Decallejon Visit Philip Decallejon's website
Kristie Liuag

Kristie Liuag

Associate Financial Advisor

Operations Director
Learn more about Kristie Liuag Visit Kristie Liuag's website
Alex Schams

Alex Schams

Financial Advisor

Client Relationship Manager
Learn more about Alex Schams Visit Alex Schams's website
Eric Smutko

Eric Smutko

Financial Advisor

Learn more about Eric Smutko Visit Eric Smutko's website

Our team

Devin Marshall

Devin Marshall

Practice Manager,

Client Relationship Manager
Aprile Poag

Aprile Poag

Paraplanner,

Financial Planning Specialist

Personal Intro

  • FINRA Series 7 and 66
  • CA Insurance License #0M63131
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Claudine Rajah

Claudine Rajah

Client Service Manager

Qualifications

  • FINRA Series 7 and 66
  • B.A., Mass Communication, specialization in Public Relations
  • CA Insurance License #0K56283
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Brenda Mahar

Client Service Specialist,

Marketing Specialist