Nicholas Yrizarry

President and CEO

Nicholas is our lead Financial Advisor, conducting one-on-one meetings, client reviews and recommendations, education, and enrollment.

Read More

Pegah Ghorbani

Operations Specialist

Pegah leads our Operations team, working directly with clients on account maintenance.

Read More

Marnie Barborka

Executive Assistant

Marnie works with clients coordinating reviews, answering questions and office assistance.

Read More

Brian Mandel

Estate Attorney

Read More

Request an Appointment

We’d love to hear from you.

24031 El Toro Road, Suite 210
Laguna Hills, CA 92653