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West Covina GROUP

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

JOSEPH SIRGY, CFP®

VP OF WEALTH MANAGEMENT
edmundo alvarado

EDMUNDO ALVARADO

WEALTH ADVISOR

JUSTIN TYRRELL

WEALTH ADVISOR
gabriel deluna

GABRIEL DELUNA

WEALTH ADVISOR

Contact Us

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

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.