Broker Check

Our Professionals

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Brandon  Fiely

Brandon Fiely, CFA®

Wealth Advisor | Chief Investment Officer

949-756-2273 x110

949-851-2273

Celeste A. Cruz

Celeste A. Cruz

LPL Registered Administrative Associate

949-756-2273 x106

949-851-2273

James Farley

James Farley

Branch Operations Manager

949.756.2273

949.851.2273

Kaylee Breeding

Kaylee Breeding

Client Relationship Manager

949.756.2273

949.851.2273