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.
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,…
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.