Meet the Team
Our Financial Advisors are experienced in creating customized investment plans to help you work toward achieving your short-term and long-term wealth management goals. Contact our representatives below to schedule your complimentary, no-obligation consultation today!
Understand your risk tolerance and see if your portfolio fits you. Start here.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mike has over 20 years of experience in securities and financial services. He was previously a Financial Advisor with Ameriprise Financial Inc., and prides himself on managing his clients’ portfolios to...
Eatan Vijan has over 15 years of experience in financial services with firms such as Citigroup, Merrill Lynch, and TD Ameritrade. She is committed to helping members meet their financial goals...
Areas of Expertise Over 28 years of experience Financial Planning Risk Management Investment Planning Retirement Planning Corporate Retirement Plan Professional Experience Merrill Lynch/ Bank of America - Southbay & Inland Empire...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.