Our Team — California Financial Planner

Daniel Raymond, JD, CFP®, AIF® Thumbnail

Daniel Raymond, JD, CFP®, AIF®

Investment Advisor Representative, Managing Principal

Bakersfield Lodi

Paula L. Key, Ph. D, CFP® Thumbnail

Paula L. Key, Ph. D, CFP®

Financial Advisor

Lake Forest Napa

Gene Bowan, CEP® Thumbnail

Gene Bowan, CEP®

Financial Advisor

Dan Buster Thumbnail

Dan Buster

Financial Advisor

Ercilia Donnelly EdD Thumbnail

Ercilia Donnelly EdD

Financial Advisor

Capitola

Barbara Gruenwald Thumbnail

Barbara Gruenwald

Financial Advisor

Napa

Rick Hughes Thumbnail

Rick Hughes

Financial Advisor

Sunnyvale

Nicole Kikugawa Thumbnail

Nicole Kikugawa

Financial Advisor

Sonora

Kelly Kruzick Thumbnail

Kelly Kruzick

Financial Advisor

Narine Mardanyan, CFP® Thumbnail

Narine Mardanyan, CFP®

Financial Advisor

Mike Mueller Thumbnail

Mike Mueller

Financial Advisor

Elma

Steve Munoz Thumbnail

Steve Munoz

Financial Advisor

Bakersfield Santa Ana

David Sasson Thumbnail

David Sasson

Financial Advisor

Oscar Sasson, MBA Thumbnail

Oscar Sasson, MBA

Financial Advisor

Joshua Schefers, CFP® Thumbnail

Joshua Schefers, CFP®

Financial Advisor

Jaynie Sullivan, MBA Thumbnail

Jaynie Sullivan, MBA

Financial Advisor

David Phillips Thumbnail

David Phillips

Financial Advisor

George Tarwater Thumbnail

George Tarwater

Financial Advisor

Yuba City

Christa Varda, MBA Thumbnail

Christa Varda, MBA

Financial Advisor

Napa

Cherie Wang, CFP® Thumbnail

Cherie Wang, CFP®

Financial Advisor

Placentia