Founder & CEO
Annette, is the foundation of the firm. She designs and actively manages portfolios, prepares financial plans and tax returns. She brings over 30 years of cumulative accounting, tax, investment and financial planning experience. She graduated from California State University Fullerton in 1998 with a Bachelor's degree in Accounting after working her way up in the accounting profession during the day, employed in various public and private companies at a senior accountant level, while completing her degree at night. After graduating from college, she started her consulting business, going on to obtain her CPA license in 2005 and her CFP® license in 2008. From there she went on to register as an investment firm in 2012. She enjoys working with clients, helping them to construct quality financial and tax plans leading to a successful retirement. Annette is actively involved in the Irvine Chamber of Commerce and community and is deeply interested in promoting financial literacy for kids.
Business Development & Marketing Manager
Brian is the firm's marketing and business development manager. Brian's experience in the financial world started in government at the Pennsylvania State Treasurer. Brian studied Business Administration and Sociology at Penn State and Harrisburg Community College. In 2018, Brian will be studying at UCI Extension Personal Financial Planning course curriculum.
Client Services & Financial Paraplanner Qualified Professional™
Nichole is the firm's support staff, assisting in administrative and client services. She completed the Foundations in Financial Planning certificate from the College for Financial Planning and is a Financial Paraplanner Qualified Professional™.