Our advisors

Our team

Edison Martinez, MBA

Edison Martinez, MBA

Paraplanner

Angela-Joy L. Cerrato, MBA

Angela-Joy L. Cerrato, MBA

Client Service Manager

Qualifications

  • MBA
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Fran Devito

Fran Devito

Operations Manager

Claudia Bojaj, MS.Ed

Claudia Bojaj, MS.Ed

Client Service Coordinator

Qualifications

  • MS.Ed
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Darcy Lam, MBA, CPA, CFA

Darcy Lam, MBA, CPA, CFA

Investment Specialist

Qualifications

  • MBA, CPA, CFP
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