ABOUT US

Socially Responsible Financial Innovation

01 

Our Strategy

To create and develop client centric, innovative yet time-proven financial strategies designed to maximize our client’s odds of success in this new economy.

02 

Get the Facts

We make sure to use reliable data from our clients as well as from financial institutions. This creates more certainty and allows our plans to be more realistic.

03 

Execution

Without action, there can be no success. We work with our clients to make sure that their goals and dreams are put into motion. A plan with no action is useless.

Our Team

With over 40 years of experience and a network of over 100 financial advisors, we have positioned ourselves as one of the most prestigious financial planning agencies in Southern California. We are extremely proud of our team and the work they have done for the benefit of our clients.

  • Yanko Castro Ferto

    CEO, President, Financial Professional

    (714) 699-4784

  • Scoba Rhodes

    Financial Professional

    (714) 654-7200

  • Sonya Wong, CPA

    Financial Professional

    (949) 328-4059

  • Nicholas Har

    Financial Professional

    (562) 335-4324

  • Courtney Ockletree

    Financial Professional

    (562) 546-3805

  • Turill Engelman

    Financial Professional

    (714) 592-4990

Let's Work Together.