Advisors
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Tina Mistry, CFP®
President/CEO & Senior Financial Advisor
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AJ Flores, CFP®
Lead Financial Advisor
We are committed to guiding you toward your financial goals with expertise and care. Get to know the faces behind our firm, each with a passion for helping you achieve financial success.
For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.