Your Team

Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®

Managing Director - Wealth Management

Claudia Bruce

Associate Planner

Athena Chang, CFP®

Vice President - Financial Planning

Briana Corbin

Marketing Manager

Rob Cordeau, CFP®, RICP®, ChFC®

Managing Director - Wealth Management

Stephen Dozer, MBA

Investment Operations Specialist

Jason Dye, CFP®, QKA

Managing Director

Bob French, CFA

Principal, Director of Investment Analysis

Paula Friedman, MBA, CFP®, AIF®, CPFA

Managing Principal

Laurel Haynes

Client Service Associate

Amber Hodges

Marketing Associate

Alana Light, CFP®, RICP®

Lead Advisor

Lorraine Malo

Client Service Associate

Jonathan Marcellino

Investment Associate

Alex Murguia, Ph.D.

Managing Principal

Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®

Financial Planner

Catrina Rastonis, CFP®, RICP®

Financial Planner

Jason Rizkallah, CFP®, RICP®

Managing Director - Financial Planning

Carla Sarabia

IT Manager 

Lauren Squeglia, PPC®

Planning and Insurance Coordinator

Teshika Stewart

Client Service Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Jessica Wunder, CFP®, CRPC®, RICP®

Principal, Wealth Management

Theodore Yi

Paraplanner

Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed herein.