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.

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Team photo

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Our advisors

Duc Tran

CEPA®, CRPC, APMA

Financial Advisor

Franchise Owner
Learn more about Duc Tran Visit Duc Tran's website

Joseph Pates

CRPC, APMA, CEPA®

Financial Advisor

Learn more about Joseph Pates Visit Joseph Pates's website

Kyle Nakano

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kyle Nakano Visit Kyle Nakano's website


Our team

Aaliyah Pates

Aaliyah Pates

Client Relationship Manager

Alex Candra

Alex Candra

Client Service Specialist