Experience Makes all the difference

Douglas Earl Kincart, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
619-557-2443

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OR, PA, TX, UT, WA, WY

Darin Michael Beeghley, CRPS®

Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
619-557-2445

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OR, PA, TX, UT, WA, WY

Henry Julien Muller

Senior Vice President - Wealth Management
619-557-2442

email




Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OR, PA, TX, UT, WA, WY

Carlos Fernando Alonso

Vice President - Wealth Management
619-557-2444

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OR, PA, TX, UT, WA, WY

Sondra Cabaniss

Authorized Officer
Wealth Strategy Associate
619-557-2440
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Registered States:
AZ, CA, CO, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WY

Sylvia Chin Sendoda, CFA

Authorized Officer
Senior Wealth Strategy Associate
Chartered Financial Analyst®
619-557-2441
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email




Registered States:
AZ, CA, CO, DE, FL, GA, ID, IL, IN, LA, MD, NC, NJ, NV, NY, OH, OR, PA, SD, TX, UT, WA, WY

Valentina Pallares

Client Service Associate
619-557-2419

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