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.



Our advisors

Rod Faghani

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rod Faghani

Alistair Faghani

Financial Advisor

Learn more about Alistair Faghani


Our team

Ariana Faghani

Ariana Faghani

Client Service Specialist