605 East Huntington Drive
Founding Advisor | Wealth Manager
Hi, my name is Tori, and I'm a financial advisor born and raised in Los Angeles with Filipina, Mexican, German, and Irish roots. I come from a long line of matriarchs who believed in their agency to effect change. Drawing inspiration from my grandmothers, I'm excited to channel their progressive spirits into working with female entrepreneurs of color, a systemically underserved group, on their mindset, plan, and strategy to help them find power in their money.
As a female entrepreneur of color myself, I understand the unique challenges, the ups and downs, and the family ties that come with being a female entrepreneur of color that a typical financial advisor might not. I'm excited to help 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.
Founding Advisor | Certified Financial Planner
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.
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 and obtained my degree In Business Administration with a focus in Finance and Management from the University of La Verne. 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.
My reason for becoming a Financial Professional is deeply personal. Growing up in a low-income agricultural community I 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, it is my goal to be a financial resource to you, your family, and the community,
After years in the business, I have 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.