Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Preferred Wealth Management
Team photo for Preferred Wealth Management

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Our advisors

Advisor photo for Duc Tran

Duc Tran

CEPA®, CRPC, APMA®

Financial Advisor

Franchise Owner
Learn more about Duc Tran Visit Duc Tran's website
Advisor photo for Joseph Pates

Joseph Pates

CRPC, APMA®, CEPA®

Financial Advisor

Learn more about Joseph Pates Visit Joseph Pates's website
Advisor photo for Kyle Nakano

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