Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Enrique Abreu
Financial Representative

Joseph  Arbolaez

Ghassan  Aref

Richard S. Barone
Financial Planner
Financial Representative

Jose  Behar

Christopher  Bermejo
Financial Services Representative

Emma  Blanco
Financial Services Representative

Placido "Pete" Blanco, CFP®
Financial Representative
Financial Planner
CA Insurance License #0B95883

Domingo Bolet
Financial Services Representative

Henry Castillo
Financial Services Representative

Luis Chaves
Financial Services Representative

Giovina Dimatteo
Financial Representative

Rodolfo Dominguez
Managing Associate
Registered Representative

Philip Engelmann
Investment Specialist
Registered Representative

Manny Fernandez
Financial Services Representative
CA Insurance License #0F51427

Anthony  Juliano
Recruiting Manager

John R. Kendall
Financial Representative

Tatiana Larionova
Financial Representative

Thomas  Ledbetter
Financial Services Representative
Financial Planner

Vidal J. Lissarrague
Financial Representative

Alecia Gisella Lokpez
Financial Representative

Eugenio Maslowski
Financial Representative

Lorena Miranda
Financial Representative

Thomas J. Pearson
Financial Representative

Roberto  Perera
Financial Services Representative

Freddy Reyes
Financial Representative

Jose San Martin
Managing Associate
Registered Representative

Jose Sanchez
Investment Specialist
Registered Representative

Ana Soler
Financial Representative

Humberto "Tony" Sosa
Financial Representative

Luis Soto
Financial Representative

Gregory Stott
Financial Representative

Carlos F. Suarez, CFP®
Managing Partner

Yousef J. Surmawala
Financial Representative
CA Insurance License #0744140

Jose Velasco, CFP®, LUTCF
Financial Representative

Cory Walton
Financial Services Representative

Trevor  Wellington
Financial Services Representative