5857 Owens Avenue
A native Californian, Derek grew up in the beach town of Santa Cruz. He was recruited by the University of California San Diego as a sought-after high school student athlete, and he graduated from UCSD with a degree in Economics with...
Chief of Staff
As the Chief of Staff, Erin manages day-to-day operations as well as providing support for advisors and clients. She also aids Derek in recruiting new advisors to the firm as well as providing case management. Erin has been in the...
After graduating with an Economics Degree from the University of California, San Diego, Brett started his career in institutional asset management in the San Francisco Bay Area with Fisher Investments where those he served included...
Alexander Bayacal went into business at the young age of 20 years old. He started out in the real estate business with his family. After a year in his family real estate business Alexander was recruited into the financial services...
760-760-9005 x 740
Brittany began her experience with cash flow and accounting while in college reading contracts and handling accounting for a small manufacturing business. At the same time, she was studying at California Polytechnic University, Pomona...
760-760-9005 x 711
760-760-9005 x 718
Steve Guzman’s experience in operations and case management began while working as a Legal Accounting Clerk in Irvine, CA during his time in college. While working in the legal field, Steve worked with a number of Orange County...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.