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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.
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

JEFFREY HACKBARTH, CFP®

SENIOR VP OF WEALTH MANAGEMENT
perry johnson

PERRY JOHNSON III, AIF®

VP OF WEALTH MANAGEMENT

JULIE FOONG

WEALTH ADVISOR

CLAUDIA LIN

WEALTH ADVISOR

JUSTIN TYRRELL

WEALTH ADVISOR
edmundo alvarado

EDMUNDO ALVARADO

WEALTH ADVISOR
gabriel deluna

GABRIEL DELUNA

WEALTH ADVISOR

Contact Us

1000 Lakes Dr. #325 West Covina, CA 91790 | Office: (626) 918-5670

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.