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About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Donna M. Phelan, MBA
Managing Director – InvestmentsDonna has 29 years of investment knowledge as a Financial Advisor. She is the published author of a book on women, money, and prosperity. She has spoken on retirement planning & other financial topics at national conferences. Donna has also taught insurance and securities law for licensing purposes. CA Insurance License # 0C04966 Resident State CA
Malinda S. Difley, MBA, CFP
Senior Vice President – Investment OfficerMalinda has 27 years of investment & planning experience and is an active member of the Financial Planning Association. She is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA General Securities Sales Supervisor registration. Malinda uses a structured approach to help clients manage their wealth & accomplish their goals. CA Insurance License # 0C30938 Resident State CA
Ali Haidar, MBA
Financial AdvisorAli has over 7 years of experience is helping clients acheive their financial goals. He holds a Bachelor's Degree in Business Finance along with an MBA. He is currently studying for his CERTIFIED FINANCIAL PLANNER® designation to further deepen his knowledge and skillset as a professional Financial Advisor. Ali thrives in guiding clients through savings, investments, and retirement planning. CA Insurance License: 0L98444 Resident State CA
Sharon C. Phelan
Senior Registered Client AssociateSharon received her BS in Business Administration from American University in Washington, D.C. She has 16 years of financial services industry experience and holds her FINRA Series 7 and Series 65 securities registrations. Her responsibilities include processing client requests and resolving inquiries with smooth efficiency and integrity.
Why Invest With Us
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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.