Our team is committed to providing high-quality, individualized service to our clients. Always.
- Ara Oghoorian, CFA, CFP® Founder and President firstname.lastname@example.org
- Matthew Crisafulli, EA, CFP® Financial Advisor email@example.com
- Carina Oghoorian Director of Marketing firstname.lastname@example.org
- Erica Crane, CFP® Paraplanner email@example.com
- Alina Parizianu, MBA, CFP® Financial Advisor firstname.lastname@example.org
- Louiza Kozanian Executive Assistant email@example.com
- Josh Pineda Digital Marketing Manager firstname.lastname@example.org