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Get Started on Your Financial Life Plan Today








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    HUNTINGTON BEACH TEAM

    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.

    Meet Your Financial Team

    tom walden

    TOM WALDEN

    SENIOR VP OF WEALTH MANAGEMENT
    nick dalafu

    NICK DALAFU

    WEALTH ADVISOR

    HALLIE DENA

    WEALTH ADVISOR

    BRITTANY CADENA

    OPERATIONS MANAGER

    Contact Us

    17011 Beach Blvd. #800, Huntington Beach, CA 92647 | Office: (714) 843-9977

    Call Us To Get Started. (844) 356-4934