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Specialty: Individual Wealth Management

Jimmy May, CFP®, ChFEBC℠

PARTNER & SENIOR FINANCIAL ADVISOR

Andrew Selu, CRPC®

PARTNER & FINANCIAL ADVISOR

Jared Copinga, CRPC®

PARTNER & MANAGING DIRECTOR

Kaden Wren

FINANCIAL ADVISOR

Daniel Tsai, CFP®

FINANCIAL ADVISOR

Felix Kwan, CFP®

PARTNER & MANAGING DIRECTOR

John Huber, NAIC

FINANCIAL ADVISOR

Jeremiah (J.J.) Pangan

FINANCIAL ADVISOR

Ben Sight, CFP®

FINANCIAL ADVISOR

Marco Osorio, RICP®

FINANCIAL ADVISOR

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