Get Started

Our Team

20

Certified Financial Planners™

As of 12/31/21

11+

Average Employment Years.
Our employees stay and grow with us.

As of 12/31/21

31

Accredited Investment Fiduciaries™

As of 12/31/21

13

MBAs

As of 12/31/21

Investment News
Best Places to Work for
Financial Advisors 2018-2022

Last received February 2022 based on 12/31/21 data.
Investment News conducted survey in partnership with the Best Companies Group.

Los Angeles Business Journal
Best Places to Work 2017-2021

Last Received August 2021 based on 12/31/20 data.
LA Business Journal conducted survey in partnership with the Best Companies Group.