Ron Kring, MBA
Founder, President
Since his early twenties, Mr. Kring’s passion and avocation has been personal finance and investing. He has always managed his and his wife’s investments with equities, equity options, bonds, real estate and alternative...
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John Nguyen, CFP®, EA
Certified Financial Planner
Mr. Nguyen, a tenured financial services professional, practices as a Certified Financial Planner®, Registered Representative, Investment Advisor Representative and Enrolled Agent, and he is a co-founder of a tax and accounting...
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Kamron Nahavandi
Wealth Manager - Director, Client Services
Mr. Nahavandi has been an Independent Financial Advisor for over 15 years and has passed examinations for Series 6, 7, 63, and 65, as well as Insurance Licenses: Life & Health and Property & Casualty. Kamron’s approach to...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.