Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ryan Onishi

CFS®, CRPC, APMA

Private Wealth Advisor

Learn more about Ryan Onishi Visit Ryan Onishi's website

Ryan Narasaki

CFP®, CRPC, RICP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ryan Narasaki Visit Ryan Narasaki's website

Jose Quintanilla

CEPA®, CRPC, APMA

Financial Advisor

Business Financial Advisor
Learn more about Jose Quintanilla Visit Jose Quintanilla's website

Chris Litty

APMA, CRPC

Financial Advisor

Learn more about Chris Litty Visit Chris Litty's website

Angie Phan Vo

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Angie Phan Vo Visit Angie Phan Vo's website

Vicky Rangsuebsin

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vicky Rangsuebsin Visit Vicky Rangsuebsin's website


Our team

Kelly S. Centeno

Kelly S. Centeno

Operations Manager

Megumi Van Kampen

Megumi Van Kampen

Client Service Specialist

Candace Nguyen

Candace Nguyen

Client Service Specialist

Keiko Yamada

Keiko Yamada

Financial Planning Assistant

Sharon Lam

Sharon Lam

Client Service Specialist

Destiny Ho

Destiny Ho

Client Service Specialist

Shruti Tripathi

Shruti Tripathi

Client Service Specialist

Shreya Sharma

Shreya Sharma

Client Service Specialist