Our advisors

Our team

Nancy Tran

Nancy Tran

Paraplanner

Personal Intro

Interests: Logic puzzles, reading, sports, dogs

Qualifications

  • B.A. Legal Studies from University of California, Berkeley
  • California Insurance License #0K70225
View more
Poranee Arthayukti

Poranee Arthayukti

Financial Planning Assistant

Personal Intro

Interests: Yoga, hiking, water sports, sewing

Qualifications

  • B.A Sociology with a minor in Applied Psychology and Education from University of California, Santa Barbara
View more
Angelina Cornejo

Angelina Cornejo

Client Service Coordinator

Qualifications

  • B.A. Political Science from University of California, Berkeley
  • Interests: Trivia, music, puzzles, long walks
View more