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Get Started on Your Financial Life Plan Today








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    West Covina 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

    jeffrey hackbarth

    JEFFREY HACKBARTH, CFP®

    SENIOR VP OF WEALTH MANAGEMENT
    perry johnson

    PERRY JOHNSON III, AIF®

    VP OF WEALTH MANAGEMENT
    Julie Foong

    JULIE FOONG

    WEALTH ADVISOR
    Claudia Lin

    CLAUDIA LIN

    WEALTH ADVISOR
    jessica reynosa

    JESSICA REYNOSA

    OFFICE ADMINISTRATOR

    Contact Us

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

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