Broker Check

TEAM (Together Everyone Achieves More)

<em>Our TEAM</em> is <strong>Your TEAM</strong>

Our TEAM is Your TEAM

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet The TEAM

Andrew Knox

VP, Retirement & Small Business Specialist

Andrew began his career in January 2007 as an independent agent with Life and Health licenses. In 2008, he became Securities licensed. For more than six years, Andrew consistently performed as a top recommended advisor for his clients...

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Bill Syan

VP, Financial Consultant & Retirement Specialist

Education, and education about money, in particular, is Bill’s passion. He has recognized a need that he strives to fill. One-on-one meetings and educational meetings are all free; his goal is to empower people with an...

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Brandon Rivera, CKA, PFP

VP, Financial Planner

Brandon has been in the financial planning world for as long as he can remember. In the early '90s he recalls joining his step-father at the radio or television studios. At the studio, he would listen to his step-father educate...

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Brent Honea, Esq.

Estate Planning & Asset Protection Specialist

Brent strongly believes that everyone must have an estate planning strategy. Often in the fast paced world we live in today, many people do not take the time to create an estate plan or keep the plan up to date....

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Giao (Zao) Tran, MBA, PFP

VP, Financial Planner

He graduated from California State Long Beach University (BSEE), then obtained the MBA degree and professional certifications in Project Management and Personal Financial Planning at University of California, Irvine. With over 30 years...

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Joel Sheldon

VP, Financial Planner & Retirement Specialist

Joel’s start in his working career was as an Environmental Engineer, after obtaining a PE (Professional Engineer) license and Master’s degree from California State University at Long Beach. After working in that field for...
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John D. Nguyen, EA, CFP

Founder & CEO | Enrolled Agent & Certified Financial Planner

Thank you for allowing us the opportunity to work with you and earn your trust. Trust is the foundation on which we have built our client-centric financial services practice that is primarily referral-based.

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John J. Oh, CPA

CFO & Tax Planner

John J Oh is Certified Public Accountant and has more than 15 years in diverse tax, financial, and business experience. He is dedicated to helping clients achieve success by helping them establish practical and sound tax and financial...

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Juan Mora

Insurance Specialist

Juan started with obtaining life insurance for himself at the age of 16. Growing up in an urban city, Juan has gone to many funerals. He has observed countless families with parents struggle to raise money for their loved one’s...

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Julius Bolden

VP, Financial Consultant & Retirement Specialist

Julius brings more than 37 years of experience in the financial services industry to the TEAM. Whether you are new to investing or have been investing for years, you owe it to yourself to experience the difference of working with a...

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Kamron Nahavandi

VP, Financial Advisor & Retirement Planner

Financial Planning has been in his family for over 25 years. He currently holds Series 6, 7, 63, and 65 registrations, as well as Life & Health Insurance License, and Property & Casualty Insurance License. Kamron specializes in working...

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Kate Le

Office Staff & Real Estate Specialist

Kate helps her clients catch their dreams of buying and selling a beautiful home. Her business is based on more than 70 percent referrals from satisfied clients. Most important to Kate is providing the most excellent service to buyers...

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Katherine Chan, MSFA

Financial Analyst & AOM

Katherine graduated from the University of Francisco with a Master in Financial Analysis and currently studying to obtain her Chartered Financial Analyst® (CFA) credential.

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COO & VP of Financial Planning

He graduated from UCLA with Economics B.A. degree and started 1st full-time career in financial services industry as registered representative. With over 27 years of experience, Patrick has held the roles at various senior management...

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Steve Shloss, CFP

Financial Planner & Real Estate Professional

Steve brings financial clarity to growing families, millennials, baby boomers, seniors. trusts and estates in all aspects of comprehensive financial planning. His focus on integrity, honesty, customer service and a unique holistic...

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Tony Robinson

VP, Retirement Planning & Business Specialist

Rev. Tony Robinson specializes in the areas of medical, life, long term, and Medicare insurance, as well as retirement planning. He came to the U.S. in 1972 to pursue his studies in the accounting field, and in 1977 he graduated from...

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