Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Antonio Carlos Beccari, Private Wealth Advisor serving the Bakersfield, CA area - Ameriprise Advisors

Antonio Carlos Beccari

JD, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Antonio Carlos Beccari Visit Antonio Carlos Beccari's website
Tim Werdel, Financial Advisor serving the Bakersfield, CA area - Ameriprise Advisors

Tim Werdel

Financial Advisor

Learn more about Tim Werdel Visit Tim Werdel's website

Our team

Esther Joachim

Esther Joachim

Office Manager

John Lawyer

John Lawyer

Operations Specialist

Diana Nombrano

Diana Nombrano

Client Service Coordinator