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Meet the Team

Michael Oconitrillo

Michael Oconitrillo

Financial Advisor

Vince Jones

Vince Jones

Financial Advisor

Ruben Ugalde

Ruben Ugalde

Financial Professional

Louis Baker

Louis Baker

Client Services Associate

Shishir Shastry

Shishir Shastry

Financial Advisor

Birdia Chambers

Birdia Chambers

Marketing Consultant

Fernando Chen

Fernando Chen

Financial Advisor

Jill Huong

Jill Huong

Client Service Associate

Sophia Holguin

Sophia Holguin

Client Services Associate

Introducing Our Esteemed Resource Partners

Our collaborating teams consist of expert legal and financial advisors. Their advisory methodology provides us with specialized legal and financial guidance, helping to shape your financial plan across diverse sectors.

Cetera Advanced
Planning Team

Cetera's Advanced Planning Group is one of our main resource partnerships which boasts a roster of acclaimed specialists in the legal and financial sectors.

Meet the Team

Cetera Financial Plan Design Team

We draw on the knowledge of the Financial Plan Design Group at Cetera, a crucial asset specializing solely in financial planning with a history spanning over 100 years.

Meet the Team

About Us

We’re a holistic planning firm helping clients in the Greater Los Angeles area define and pursue their goals to live the life they desire.

About Us

Our Approach

Our holistic financial plans are tailored to reflect your unique needs. We're here to help manage your assets so you can focus on your goals.

Our Approach

Contact Us

Contact us today to learn more about how we can help you pursue what matters most in your life with confidence.

Contact Us