How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Emma Tolentino
Adviser Assistant
1 (831) 207-4676
Emma Tolentino has been in the financial industry since 2019, and has served in many administrative and client-facing roles. She has a zeal for helping advisors and clients thrive. As an Adviser Assistant, Emma strives to be a blessing...
Nathan Cruz
Financial Professional
(831) 205-2447
Nathan Cruz strives to provide excellent financial guidance to his clients and inspire transformation through Biblically Responsible Investing.