Our advisors

Violetta Terpeluk

MBA, CFP®, CPWA®, CRPC

Financial Advisor

Learn more about Violetta Terpeluk Visit Violetta Terpeluk's website

Itzel Gonzalez

CFP®

Financial Advisor

Learn more about Itzel Gonzalez Visit Itzel Gonzalez's website


Our team

Brett Macauley, CRPC

Brett Macauley, CRPC

Business Development Specialist

Qualifications

  • B.A., University of California, Santa Barbara
  • FINRA Series 6, Series 7, Series 63, Series 65 and Series 24 Security Licenses

Roles & Responsibilities

  • In charge of coaching owner and team members
  • Assist in setting business visions and realizing results
  • Core Values: Family, Health, Integrity, Happiness
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Itzel Gonzalez, CFP®

Itzel Gonzalez, CFP®

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • B.S. in Financial Planning, California State University, Sacramento
  • FINRA Series 7 and Series 66 Security License
  • CA Insurance License #4121238

Roles & Responsibilities

  • In charge of client services and issue resolutions
  • Assist in financial planning recommendation and implementation
  • Core Values: Family, Happiness, Meaningful Work, Honesty, Loyalty
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Simran Chauhan

Simran Chauhan

Operations Specialist

Roles & Responsibilities

  • In charge of research and calendar management
  • Assist in meeting preparation, meeting follow-up and business processing
  • Core Values: Honesty, Family, Integrity, and Education
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Suyash Shrivastava

Suyash Shrivastava

Financial Planning Analyst

Roles & Responsibilities

  • In charge of financial planning data entry and analysis
  • Assist in preparing client deliverables
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