We use cookies to ensure our visitors have the best browsing experience on our website.
Get Started on Your Financial Life Plan Today
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.
- Wealth & Asset Management
- Business Exit Planning
- Estate Planning Strategies
- Retirement Planning
- Legacy Planning
Meet Your Financial Team
BRITTANY CADENA
OPERATIONS MANAGER & TEAM LEADER
- LPL Broker Dealer Relationships
- Client Service Requests
- DocuSign® Specialist