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Meet The Team

Meet The People Who Help Make Wealth Easier To Understand

Our team brings together practical guidance, responsive service, and plain-language explanations so you know who to call, what to expect, and how each decision fits the bigger picture.

David  Park

David Park

President, CEO, Financial Advisor

(661) 888-1384

(661) 888-1382

Erica Soliz

Erica Soliz

Registered Client Service Director

Oscar Dominguez

Oscar Dominguez

Large Case Director

Debe Pennington

Debe Pennington

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