Gary W. Morris, Esq.
Attorney
Gary W. Morris, Esq. is an alumnus of Point Loma Nazarene University and received his juris doctor from the Loyola University School of Law. He received honors from the State of California by way of Assembly Resolution, the City of Los...
John Almaguer, MBA, AIF
Wealth Advisor
John Almaguer received his Bachelor's degree in Business Administration from California Lutheran University in 1986 and Masters of Business Administration from Redlands University in 2001. After graduation, he accepted a commission in...
Julie Shen, AIF
Wealth Advisor
Julie Shen, AIF®, is a dedicated financial advisor based in the San Gabriel Valley, California, with a client-first approach to comprehensive financial planning. Drawing on her diverse background and extensive experience, Julie helps...
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Jennifer Morris-Montes
Wealth Advisor
Jennifer Morris-Montes is a dedicated Wealth Advisor, committed to guiding individuals and families through the complexities of financial planning with professionalism, integrity, and a personalized approach. With extensive experience...
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