Broker Check

Meet the Team

With combined financial planning experience of over 70 years, our team has a strong focus on providing long-term relationships with thoughtful business continuation plans to ensure our clients and their families are taken care of today and for generations to come.  Our advisors are located in both Northern and Southern California.

Advisory Team

Service Team

Lenna Arakelian

Lenna Arakelian

Client Communications Coordinator

760-487-0370

Talia Arakelian

Talia Arakelian

Director of Marketing

760-487-0370

Wanda McNealy

Wanda McNealy

Operations Manager

760-487-0370

Strategic Partners

Christopher Mercado

Christopher Mercado, MBA, CFP®, CIMA®, AIFA®

Managing Partner and Chief Investment Strategist, The Financial Services Network

Jeremy  Olen

Jeremy Olen, CFA

Managing Partner & Chief Investment Officer

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.