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Team

We facilitate a dialogue with you to create a clear definition of your life’s best outcome.  Our team collaborates to build a foundation for what you want to accomplish and supports you throughout your changing seasons of life.  Our team wants to be a part of your life. 

Meet our team.  

 

Marty Chiu

Wealth Consultant

(562) 598-7800

(562) 598-9854

I enjoy helping people pursue what is truly most important to them and achieve their life’s best outcome.

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I enjoy being a part of making a real difference in people’s lives.

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Mark Giraud

Wealth Consultant

(562) 598-7800

(562) 598-9854

I enjoy making a positive difference in my client’s finances and in the quality of their lives and their family’s lives.

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Audrey Chiu

Operations Manager

(562) 598-7800

(562) 598-9854

Working with a company and individuals with the same interest in servicing others with integrity and purpose.

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Fabiola Hill

Wealth Management Paraplanner

(562) 598-7800

(562) 598-9854

I enjoy this industry because every day is different and I get to experience the constant evolution of the world markets.

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