Broker Check

Meet Your Advisor

Emma Tolentino

Adviser Assistant

(831) 207-4676

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...

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Nathan Cruz

Financial Professional

(831) 205-2447

(831) 205-2447

Nathan Cruz strives to provide excellent financial guidance to his clients and inspire transformation through Biblically Responsible Investing. 

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CFP Insurance Services Financial Adviser