VISION
Become the respected market leader in fiduciary planning & investment solutions to help the world become better stewards & Investors of the assets that sustain organizational and personal missions.
MISSION
Operate daily with integrity to execute client mission objectives through the ongoing management of a personalized strategy, delivery of world class investment solutions and ongoing relationship oversight and accountability.
You have options when working with us. Whether you are looking to completely retire, or simply reduce your day-to-day involvement during a transition, our growing team of highly qualified wealth advisors can partner with you in servicing your clients. With the support of our operations staff and investment team you have partners ready and willing to assist.
Investment committee
ROBERT J. LUNA, CIMA®, AIF®
MBA UCLA, ANDERSON SCHOOLCEO & Chief Investment Strategist
Investment Committee ChairLUIS GALDAMEZ
CFA, CIPM, CFP®COO & Director of Investments
Investment Committee MemberMARCHELLO HOLDITCH CFA, CAIA
Vice-President and Portfolio Manager
CI Multi-Asset Management
Investment Committee MemberALEXANDER H. KELLER, CFA
Director of Research and Trading
Investment Committee MemberJEFF CHAN, MSc
Responsible Investment (ESG) Analyst
Investment Committee Member
Wealth Advisors
BREANNE POLONIA,
AAMS®, CDFA®Wealth Advisor & Women in Transition Specialist
DAN BENSEMA, CFP®, CPA, CEPA
Senior Wealth Advisor
HADDY HOMAMPOUR
CFP®Vice President – Financial Planning & Client Strategy
JENNIFER JACOBI
ChFC®Senior Wealth Advisor
JEREMY A. KISNER
CFP®, CPWA®, CLU®Senior Wealth Advisor
LEVI J. BROWN
Financial Coach & Behavioral Finance Specialist
PETER BURNHAM
CFP®Senior Wealth Advisor
OPERATIONS SPECIALISTS
MORIAH RANADE, FPQP™
Vice President - Client Services
CLAY DARLAND
Chief Tech Guru
VANESSA PATRICK
Executive Assistant to the CEO
JENNY STRATTON
Operations Specialist