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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

jeff motske

JEFF MOTSKE, CFP®

PRESIDENT & CEO
nick dalafu

NICK DALAFU

WEALTH ADVISOR

HALLIE DENA

WEALTH ADVISOR

BRITTANY CADENA

OPERATIONS MANAGER

Contact Us

2601 Main Street | Suite 100 | Irvine, CA 92614 | Office: 949.221.8105

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.