The SoCal Culture
We are becoming the Premier Holistic Financial Planning firm by:
Licensing, training and credentialing our associates to become the most educated and competent in the financial services industry with the very best resources and support.
Serving as our clients' trusted financial resource by assisting them to set financial goals, coaching them on financial strategies and making recommendations on how to achieve them.
Offering the breadth and depth of products and services to serve as the one stop portal for our clients' financial needs to fulfill their plans.
Assisting our clients to implement their financial plans thereby placing them in a position to achieve their financial goals.
John Lefferts, CFP®, CLU, ChFC
Senior Executive Vice President
I've spent my entire career in financial services starting as a financial advisor in San Diego up to President and CEO of AXA Advisors in New York City from 2001-2004. "Retiring" from AXA Advisors in 2009...
Brian Bickford
Senior Vice President
(619) 696-8258
Brian has been with the company since January 2009. In his tenure, Brian’s focus has been working closely with business owners and focusing in the retirement markets. Brian has earned many production-based awards including...
EXPLORE OUR OFFICES
Our offices are located in beautiful Southern California. Whether you're by the beach or in a skyrise, you’ll find us close by. All of our offices are housed in breathtaking business complexes with top-of-the-line amenities to take care of your food, fun & fitness ambitions.
