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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Monique Reyes

Manager, Tax Support

Woodland Hills

Nicole Lai

Tax Manager

Woodland Hills

Pia Wolfe

Tax Associate

Woodland Hills

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego – Scripps Ranch, Santa Barbara, Scottsdale, Woodland Hills

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Meet our Advisory Team

Search results for:

Monique Reyes

Nicole Lai

Pia Wolfe

Susy Gibo

Ready to get started?

Explore More

What Is a Fiduciary Financial Advisor?

Before You Sell Your Home, Consider This Tax Strategy

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

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