Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Duc Tran

CEPA®, CRPC, APMA

Financial Advisor

Franchise Owner
Learn more about Duc Tran Visit Duc Tran's website

Joseph Pates

CRPC, APMA, CEPA®

Financial Advisor

Learn more about Joseph Pates Visit Joseph Pates's website

Kyle Nakano

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kyle Nakano Visit Kyle Nakano's website

Meisha Griffith

CRPC, AIF®

Financial Advisor

Franchise Owner
Learn more about Meisha Griffith Visit Meisha Griffith's website


Our team

Aaliyah Pates

Aaliyah Pates

Client Relationship Manager

Alex Candra

Alex Candra

Client Service Specialist