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

Ray H Taraz

CRPC, CMFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Ray H Taraz Visit Ray H Taraz's website


Our team

Cameron Vroom

Administrative Assistant,

Intern

Roles & Responsibilities

  • Schedule appointments
  • Implement strategies with clients
  • Client Concierge
  • Coordinate marketing
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