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

Jason Garofalo

APMA

Financial Advisor

Managing Director
Learn more about Jason Garofalo Visit Jason Garofalo's website

Paolo Maressa Yamamoto

CRPS, APMA

Associate Manager

Associate Vice President
Learn more about Paolo Maressa Yamamoto Visit Paolo Maressa Yamamoto's website


Our team

JASON SWOBE

JASON SWOBE

Registered Client Service Associate

DENISE MAGANA

DENISE MAGANA

Client Service Associate,

Client Service Specialist