"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Grow Your Finances.</strong>

Grow Your Finances.

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.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Meet Our Experienced Advisors

Randy Madrid

Randy Madrid, CFP®

CERTIFIED FINANCIAL PLANNER ™

(310) 683-2191

(888) 465-9292

Diego Cortez

Diego Cortez

Financial Advisor

562-507-7830

888-465-9292

Tammy Do

Tammy Do

Branch Operations Manager

310-504-1276

888-465-9292

Kayla  Cross

Kayla Cross

Client Services Manager

310-504-1277

888-465-9292

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