With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Steve H Teranishi

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steve H Teranishi's website

Edgar De La Cruz

Financial Advisor

Visit Edgar De La Cruz's website