650 San Benito Street
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 strives to provide excellent financial guidance to his clients and inspire transformation through Biblically Responsible Investing.