Our advisors

Sanjay Pathak

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sanjay Pathak Visit Sanjay Pathak's website

Sergio Weitzman

Private Wealth Advisor

President of Weitzman, Pathak & Associates
Learn more about Sergio Weitzman Visit Sergio Weitzman's website

Rob Cortez

AWMA℠, AAMS, CRPC

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Rob Cortez Visit Rob Cortez's website