You Have A Unique Story.

We manage your financial plan, while you focus on sharing your story.

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Our Dedicated Team

We help everyday families create and implement their financial plan so they can focus on the fun stuff.

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Meet Our Team

Tori Gutierrez

Tori Gutierrez

Wealth Manager | Investment Adviser Representative

562.685.4979

626.408.1343

Alex Sierra

Alex Sierra

Financial Advisor, Investment Adviser Representative

626.483.2980

626.408.1343

Brandon Chhan

Brandon Chhan

Senior Client Services Representative

626.408.1333 x323

626.408.1343

Check Out Our Blog

Check Out Our Blog

Original blog posts straight to you from our team!

Read our insights on the economy, current market trends, tips on how to be financially savvy, and more.

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We make financial education accessible, easy to understand, and fun to watch!

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