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

Chris Johnson

Chris Johnson, CFP®

Partner, Wealth Advisor

877-958-2370

Leslie Castillo

Leslie Castillo, CFP®, CDFA®, CEPA® 

Partner, Wealth Advisor

760-487-0370

760-487-0375

Stuart Arakelian

Stuart Arakelian

Managing Partner, Wealth Advisor

Service Team

Barbara Rossi Gonzalez

Barbara Rossi Gonzalez

Administrative Director

(760) 487-0370

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

Andrew Beatty

Andrew Beatty

VP, Head of CIO Services

Jeremy Olen

Jeremy Olen, CFA

National Managing Director, Mariner

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.