Our advisors

James Park

James Park

Branch Manager

Registered Principal
Learn more about James Park Visit James Park's website
Phuong Pham

Phuong Pham

CFP®, APMA®

Financial Advisor

Vice President
Learn more about Phuong Pham Visit Phuong Pham's website
Sarah Clish

Sarah Clish

CFP®, CLTC®, APMA®

Private Wealth Advisor

Vice President
Learn more about Sarah Clish Visit Sarah Clish's website
Thuyhuong Le

Thuyhuong Le

MBA, CRPC®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Thuyhuong Le Visit Thuyhuong Le's website

Our team

Pamela Owens

Client Service Associate

Lu Pietri

Lu Pietri

Registered Operations Leader

Qualifications

  • CA Insurance License: 0E93191
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