My name is Alex and I'm a Certified Financial Planner™️. My mission is to create generational wealth building plans for educators, public employees, and non-profits by providing guidance in public pension planning and 403(b) management. I graduated from the University of Puget Sound, with degrees in both Business and Economics, and a minor in Math. I also played infield for the university's NCAA baseball team. I live in Pasadena, CA, where I enjoy seeing live music, staying active, trying new restaurants, and rooting for the Dodgers.

I'm Brandon Chhan, a Wealth Manager at Cetera Investors. With a degree from the University of California, Riverside, I bring a personalized approach to financial planning and investment strategies, helping clients pursue their unique goals. Outside of work, I enjoy exploring new restaurants, traveling for free with the help of credit card points, and pursuing photography. Committed to excellence, I empower clients to make informed financial decisions, providing the guidance they need to navigate the complexities of wealth management.

My name is Max and I am a Client Services Assistant with Cetera Investors. I grew up in Covina, California and obtained my degree In Business Administration with a focus in Finance and Management from the University of La Verne. My favorite part about working with our financial planning team 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.

Hi, my name is Tori, and I'm a financial advisor born and raised in Los Angeles. I specialize in working with female entrepreneurs of color on their money mindset, financial plan, and strategies unique to being a business owner. I love helping businesswomen of color build generational wealth for their families, create a network of professionals to share ideas and stories, and lift up our extraordinary community to new heights.

My name is Dianna and I am a Client Services Associate with Grounded Wealth Advisors. I grew up in New Jersey and moved to California in 2019. With a bachelor’s in acting, a master’s in public administration and leadership experience across the arts, non-profit, and financial services, I bring a broad range of service-oriented experience and a creative approach to finding solutions. I am currently pursuing CFP® certification and completing the required coursework through a CFP Board–Registered program. I am also a member of SAG-AFTRA and AEA.