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Get Started on Your Financial Life Plan Today
WEST COVINA
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
We have more than 15 years of experience working with the SmartVestor program. Contact our office to get started on your investing plan.
Meet Your Financial Team
JOSEPH SIRGY, CFP®
VP OF WEALTH MANAGEMENT
- Dave Ramsey SmartVestor Pro*
- Investment Planning Strategies
- Business Strategies & Services
- Tax Strategies & Management
- Life Insurance
- Long Term Care Insurance
JEFFREY HACKBARTH, CFP®
SENIOR VP OF WEALTH MANAGEMENT
- Fiduciary Services
- Comprehensive Wealth Management
- Retirement Planning
- Income Management
- Family Transition Planning
PERRY JOHNSON III, AIF®
VP OF WEALTH MANAGEMENT
- Retirement Planning
- Comprehensive Wealth Planning
- Business Owners & Private Practices
- Qualified Plans
- Clients in Transition & Mid-Career
JULIE FOONG
WEALTH ADVISOR
- Business Strategies & Services
- Retirement Planning
- Education Planning
- Investment Planning Strategies
- Wealth Management
CLAUDIA LIN
WEALTH ADVISOR
- Saving for Retirement
- Retirement Transition
- Business Strategies & Services
- Estate Planning
- Tax Strategies & Management
JUSTIN TYRRELL
WEALTH ADVISOR
- Wealth Management
- 401(k) Retirement Planning
- Risk Management
- Investment Planning Strategies
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.