Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Financial Planning & Investment Group
Team photo for The Financial Planning & Investment Group

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Our advisors

Advisor photo for Gregory Hakim

Gregory Hakim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gregory Hakim Visit Gregory Hakim's website
Advisor photo for Michael Ramirez

Michael Ramirez

Associate Financial Advisor

Learn more about Michael Ramirez Visit Michael Ramirez's website
Advisor photo for Karen Purvis

Karen Purvis

CFP®

Financial Advisor

Learn more about Karen Purvis Visit Karen Purvis's website


Our team

Lisa Clanor

Lisa Clanor

Practice Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager

Farnaz Tajadod

Farnaz Tajadod

Paraplanner

Alana Harris

Alana Harris

Client Concierge

Susan Ford

Susan Ford

Client Service Coordinator