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Upcoming Event

Thursday, October 9th, 2025 | 6 – 7 PM PT

Online Webinar

Topic:
Diversifying Your Portfolio

Date & Time:
Thursday, October 9th | 6-7pm

Special Guest Speaker:
Damian Gallagher – Bluerock Capital Markets, LLC

For Accredited Investors Only

Meet the rest of the team

Our professional team is dedicated to help you through any questions you may have and throughout every step of the financial planning process.

Owner, CEO

Kelley
Slaught

Bookkeeper

Michelle
Brown

Office Manager

Isan
Hysenbegasi

Relationship Manager

Haunna
Tomas

Relationship Manager

Oscar
Phillips

Relationship Manager

Carter
Miller

Relationship Manager

Brian
Arnold

Top California Wealth Advisor Features

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