Donna has 30 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 has 28 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 has over 9 years of experience in helping clients acheive their financial goals. He holds a Bachelor's Degree in Business Finance along with an MBA. To further deepen his skill set and knowledge, Ali is currently studying for the CERTIFIED FINANCIAL PLANNER exam. Ali thrives in guiding clients through savings, investments, and retirement planning. CA Insurance License: 0L98444 Resident State CA

Sharon received her BS in Business Administration from American University in Washington, D.C. She has 17 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.