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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.
- Estate Planning Strategies
- Wealth & Asset Management
- Social Security
- Life Insurance
- 401(k) & Retirement Planning
Meet Your Financial Team
DAVID HUISINGA
SENIOR VP OF WEALTH MANAGEMENT
- Series 6, 63, 7 licenses held with LPL Financial, and Series 65 license held with Trilogy Capital
- Life Insurance & Securities (licensed in 19 states)
- Investment Fiduciary
- Estate Planning Strategies
HALLIE DENA
WEALTH ADVISOR
- Series 65 license held with Trilogy Capital
- Life Insurance Specialist & Servicing
- Trilogy Portal Manager
BRITTANY CADENA
OPERATIONS MANAGER
- LPL Broker Dealer Relationships
- Client Service Requests
- DocuSign® Specialist