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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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Alejandro H. Aguilar, MBA, CFA

Sr. Financial Planner

Walnut Creek

Austin Jamati, CFP®, CPA

Financial Planner

Walnut Creek

Dallin Sorensen

Financial Planner

Walnut Creek

Codie Marie Ng

Tax Associate

Walnut Creek

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

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Meet our Advisory Team

Search results for:

Alejandro H. Aguilar, MBA, CFA

Austin Jamati, CFP®, CPA

Dallin Sorensen

Codie Marie Ng

David Oh, JD, LLM

Ready to get started?

Explore More

Beyond Business Growth: Wealth Planning for Women Founders

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Questions to Ask When Choosing a Financial Advisor

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