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Meet Our Team
Philip Kim
CFP®, ChFC®, CLU®, RICP®, CRES
Founding Member, Managing Director
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Daniel Dales
Managing Partner, Retirement Planning Specialist
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Julie Maxwell
Director of Business Operations
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Fred Riesgo
Partner
Retirement Planning Specialist
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Shane Moncada
Financial Professional
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Cameron Peters
Financial Professional
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Jonathan Rankin
Financial Professional
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Patrick Chaboya
Financial Professional
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Andrés Escobedo
Financial Professional
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Angela Vanblargan
Financial Professional
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Alex Akers
CRES
Financial Professional
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Dylan Temple
CRES
Financial Professional
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Cameron McHale
Financial Professional
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Corabelle Guevara
Client Services Department
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Yvonne Tena
Client Services Department
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Elyse Riesgo
Client Services Department
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