Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Amanda  Bar

Amanda Bar

Bus. Development & Strategic Alliances

(310) 597-7364

Cean  Tukes

Cean Tukes

Financial Services Professional

(808) 225-1033

Chris  Swan, CFP

Chris Swan, CFP

Certified Financial Planner

(972) 833-8887

Jamal Story

Jamal Story

Entertainment Financial Services Consultant

(347) 739-6631

Jill Shively

Jill Shively

Medicare Specialist

(424) 210-2000

Josh Chapin

Josh Chapin

Private Equity, Alternative Investments, and Wealth Management

(310) 910-9430

Keforie Dhie

Keforie Dhie

Tax & Life Insurance Professional

(310) 349-9373

Leatrice Grantham

Leatrice Grantham

Financial Services and Retirement Specialist

(808) 382-5690

Matt Rogers

Matt Rogers

Construction Insurance Specialist

(323) 400-6700

Oren Hen, EA

Oren Hen, EA

Enrolled Agent, Tax & Business Specialist

(310) 904-3334

Randy Gomez, MBA, EA

Randy Gomez, MBA, EA

Tax & Business professional

(323) 365-1543

Roy Hadavi

Roy Hadavi

Business & Entertainment Attorney

(818) 605-7009

Shannon Langhorne

Shannon Langhorne

Benefit Consultant & Insurance Specialist

(310) 430-2814

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us