Broker Check

Your Dedicated Team

How We Work

We help educators, like you, create and implement a custom financial plan, so you can focus on contributing to your community and your life outside of your career.

Meet The Team

Tori Sierra

Wealth Manager



My name is Tori and I'm glad you're here! I'm a Wealth Manager with Cetera Investors and I've been working with a beautifully diverse group of educators, public service employees, and non-profits for almost 10 years. The most fulfilling part about being an adviser is helping my clients discover and step into their power by curating a financial plan that aligns with their values and most important goals. I live in Pasadena, California and when I'm not working with clients, you can find me teaching yoga at Corepower Yoga, playing tennis or golf with my family, and eating my body weight in sashimi. 

Alex Sierra, CFP®

Certified Financial Planner



My name is Alex and I'm a Certified Financial Planner with Cetera Investors. I graduated from the University of Puget Sound, with degrees in both Business and Economics, and a minor in Math. I played infield for the university's NCAA baseball team. My favorite part about being a financial advisor is helping clients develop sophisticated financial strategies designed to meet their goals and help protect against the risks that could get in the way. I live in Pasadena, CA, where I enjoy seeing live music, staying active, trying new restaurants, and rooting for the Dodgers.

Brandon Chhan

Client Services Lead



My name is Brandon and I'm a Senior Client Services Representative with Cetera Investors. I graduated from the University of California, Riverside with a degree in Anthropology and was a part of professional business fraternity, Delta Sigma Pi. My favorite part about being a client services rep is interacting with clients and making sure they're comfortable coming to the team with their questions. I live in La Habra, CA and enjoy cars, traveling, and editing travel videos.

Max Prato

Client Services Representative

626.408.1329 ext. 540142

My name is Max and I am a Client Services Representative with Cetera Investors. I grew up in Covina, California, graduated from Bishop Amat Memorial High School, and currently attend the University of La Verne. I am working on my degree In Business Administration with a focus in Finance and Management. My favorite part about being a Client Services Representative is creating a relationship with clients so that they feel comfortable coming to the team for help in their financial journey. Outside of the office I enjoy cars, being in the gym, and playing soccer.

Yesica Lemus

Financial Advisor


Yesica's reason for becoming a Financial Professional is deeply personal. Growing up in a low-income agricultuiral community she experienced the strength and resilience of hard-working American households, but also witnessed the lack of financial literacy bring down a whole community. For this reason, and many others, she has worked to be a financial resource to you, your family, and the communities around her. 

As a Financial Advisor, she is confident that with her understanding of personal finance, coupled with training as a financial professional, she can help people better prepare for the future. After years in the business, she has developed a reputation for educating individuals in an easy-to-understand manner so they can start, build, and execute a financial plan for today, tomorrow, and generations to come.