Our Team

President, Wealth Manager

(760) 836-3741

Client Services Manager

(760) 836-3741

Client Services Associate

760.836.3741

Advanced Insurance Consultant

Director, Advisor Resource Center/Financial Planning

619-546-6211

Financial Planning Coordinator

619-546-6211

The Fur Team

Toby Safoyan - Chief Comfort Officer Penny Safoyan - Chief Security Officer River Hafer - Chief of Purrsonnel