We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
The Philosophy of Value Investing
The Philosophy of Value InvestingWhy Use a Professional Money Manager?
Why Use a Professional Money Manager?Our Background
Our BackgroundMeet Our Team
Richard Charles Brusky, CFA
Managing Director - Investments
PIM Portfolio Manager
Julie Valenzuela
Senior Registered Client Associate
Email Address
julie.valenzuela@wellsfargoadvisors.comPhone Number
(760) 862-6223Cole B. Lewis, CFA
Financial Consultant
.jpg)
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.