Diana Yañez 

CFP®, RLP® (she/her)

Rupa Pereira

EA

Marguerita Cheng

CFP®, RICP®

Liv Gagnon

Co-Founder

Amy Irvine

CFP®, EA, MPAS®, CCFC, CDFA®

Laura J. LaTourette 

CFP® (she, her)

Cameo Roberson

Coaching & RIA Practice

          

Alex Chalekian 

CEO at Lake Avenue Financial

Samuel Deane, MBA

CEO & Founder