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Meet the Team

At our firm, we have the client—and only the client—in mind.

Efrain grew up speaking Spanish which gave him perspective and inspiration to represent his heritage as a financial advisor and to serve the large Spanish speaking population.  After graduating from USC with a degree in finance, he literally began his career working in the mail room of a branch office of a major brokerage firm. Turns out that was a great move as it allowed him to learn all about how the industry actually works - and how to get things done for clients. He learned so much that by age 26 he became a branch manager himself.  Now he uses his technical expertise to serve his clients and to shorten the distance between himself and his clients both in the US and in Mexico.   

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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