Broker Check

Our Team

We have over 100 years of combined experience in helping people reach their financial goals.
We do this by treating each portfolio as individually as the person behind it.
Take a look, read about what makes us different and we each view the world of asset management.

Rick  Montejano

Rick Montejano

Principal & Managing Director

(818) 436-0254

(818) 921-8176

David  Yee

David Yee

Principal & Managing Director

(818) 436-0459

(818) 921-8176

Jeffrey Mramor

Jeffrey Mramor

Principal & Managing Director

(818) 436-0296

(818) 921-8176

Christian  Amato

Christian Amato

Senior Client Manager

(818) 436-0443

(818) 921-8176

Morrie  Symson

Morrie Symson

Senior Portfolio Manager

(818) 963-5963

(818) 921-8176