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Get Started on Your Financial Life Plan Today
Corona Group
Together We Do More for You
Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals. We serve thousands of clients all over Southern California, but also across the U.S. too. We use Zoom technology to work with those clients out of state.
- Wealth & Asset Management
- 401(k) and Retirement Planning
- Comprehensive Financial Planning
- Pension and Social Security Analysis
- Life, Disability, and LTC Insurance
Meet Your Financial Team
CASEY DETTORRE
SENIOR VP OF WEALTH MANAGEMENT
- SmartVestor Pro*
- Wealth Planning
- Investment Strategies
- Retirement Planning & Income Needs Analysis
- Legacy Planning & Transitioning
KEEGAN TANGHE, AIF®
SENIOR VP OF WEALTH MANAGEMENT
- SmartVestor Pro*
- 401(k) & Qualified Plan Specialist
- Risk Management & Asset Allocation
- Tax Planning & Management
- Insurance Needs Analysis
DERRICK BLANCHETTE
VICE PRESIDENT OF WEALTH MANAGEMENT
- Social Security, Pensions, & CalStrs
- Real Estate & Property Management Specialist
- Long-Term Care
- Business Management
- Financial Plan Design Specialist
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Capital or LPL Financial.