Meet the Team
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.
Strategic Partners

Christopher Mercado, MBA, CFP®, CIMA®, AIFA®
Managing Partner and Chief Investment Strategist, The Financial Services Network

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.