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Advisors

Ryan Romines

CFP®, MSFA

Private Wealth Advisor

Visit Ryan Romines's website


Team

David A. Jones

Client Relationship Manager,

Financial Planning Analyst

Qualifications

  • CSU, Fullerton- B.A., Psychology Cum Laude
  • UC, Irvine- Certified Financial Planning Certificate

Roles & Responsibilities

  • Calendar Management, Business Processing, Practice Operations
  • Financial Planning Analysis
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Kendal Cox

Office Manager,

Client Service Specialist

Qualifications

  • BS, Biology Park University 2019 Minor, Chemistry Minor, Psychology

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