Broker Check

(760) 836-0131

Our Team

Kimberly Safoyan

Kimberly J. Safoyan

President, Wealth Manager

(760) 836-0131

(760) 836-3741

Craig McBarnes

Craig McBarnes

Wealth Advisor

(760) 836-0131

(760) 836-3741

Kamryn Hafer

Kamryn Hafer

Client Services Manager

(760) 836-0131

(760) 836-3741

Amy Prest

Amy Prest

Client Services Associate

(760) 836-0131

(760) 836-3741

Raymond Bell

Raymond Bell

Advanced Insurance Consultant

(702) 263-1919

Amber Kodad, MBA, CFP®

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

(619) 546-6028

(619) 546-6211

Kathleen Talamayan

Kathleen Talamayan

Financial Planning Coordinator

(619) 546-6098

(619) 546-6211 

Our Animal Associates


                                      

                               Penny Safoyan - Chief Security Officer                    River Hafer - Chief of Purrsonnel               Captain Prest - Client SSSServices Manager                   

                      

                                                                            

Lambeau Prest - Pawsident of Operations          Sebastian McBarnes - Director of Furnanical Planning           Remington McBarnes - Compliance Meownager