Broker Check

Your Team

Scott Sloan

Scott Sloan, CFP®

Director of Operations, Chief Compliance Officer

714-525-4445

714-525-4446

Vi Houang

Vi Houang

Director of Insurance Services, Financial Planner

714-525-4445

714-525-4446

Regina Vassia

Regina I. Vassia

Director of Asset Movement and Estate Distribution

714-525-4445

714-525-4446

Lily Soto

Lily E. Soto, CFP®

Director of Financial Services

714-525-4445

714-525-4446

Alex Crane

Alex Crane

Chief Financial Officer

714-525-4445

714-525-4446

Felicia Reynolds

Felicia Reynolds

Administrative Associate

Priti Mehta

Priti Mehta

Administrative Associate

John Moon

Administrative Associate