President and CEO
Nicholas is our lead Financial Advisor, conducting one-on-one meetings, client reviews and recommendations, education, and enrollment.
Pegah leads our Operations team, working directly with clients on account maintenance.
Director of Client Relations
Natalie manages the office and works directly with clients to ensure a cooperative working environment.
Marnie works with clients coordinating reviews, answering questions and office assistance.
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24031 El Toro Road, Suite 210
Laguna Hills, CA 92653