New York Life – Southern California

Helping clients understand their options and achieve their financial goals. Every client is unique, so together we can develop a personalized approach that meets today’s needs and tomorrow’s as well.

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Edward Jones – Office Of Josh Sun Cepa®

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what’s most important to you. Prior to Edward Jones,…

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Transamerica Financial Advisors

We teach families 5 simple concepts about how to increase and protect their wealth so I can help them pursue their most important financial goals.

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