Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Duc Tran

Duc Tran

Financial Advisor

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

Joseph Pates

CRPC, APMA

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
Advisor photo for Meisha Griffith

Meisha Griffith

CRPC

Financial Advisor

Franchise Owner
Learn more about Meisha Griffith Visit Meisha Griffith's website


Our team

Aaliyah Pates

Aaliyah Pates

Client Relationship Manager

Alex Candra

Alex Candra

Client Service Specialist