John Stokes

John Stokes

Chief Executive Officer and Founder

(949) 477-1245

(949) 260-9183

Rick Friend

Rick Friend, CFP®, ChFC®

Executive Director of Financial Planning

(424) 456-3010

(949) 260-9183

Brandon Morenz

Brandon Morenz, AAMS®

Financial Advisor & Director of Financial Strategies

(415) 590-4935

(949) 260-9183

Nicole Fajardo

Nicole Fajardo

Operations & Client Relations Manager

(949) 477-1245

(949) 260-9183

Jeff Branson, MBA, CFP®

Jeff Branson, MBA, CFP®

Financial Advisor & Certified Financial Planner™ Practitioner

(415) 590-4935

(949) 260-9183

Alain Brito

Alain Brito

Client Service Specialist

(949) 477-1245

(949) 260-9183

Nikko  Stokes

Nikko Stokes

Administrative Assistant

949-477-1245

949-260-9183