Our Firm

Founded, and based in Los Angeles, California we are proud to serve and be a part of the community.  As fiduciaries, we understand the core of our company depends on the financial success and wellbeing of our clients. We recognize the value education and experience can provide, that is why our advisors come with an average of 15 years of experience in the financial service industry, with at least 4 or more professional licenses or certifications.

We believe enriching our community and neighbors with financial information has a symbiotic benefit.  We look to recruit and develop local talent from top Universities in California.                                      

Contact us or send us a message if you have any questions about our firm or the range of financial products and services we provide. Come meet with an advisor today!  

 

 

 

 

8141 2nd St. Suite 608 Downey CA 90421 Ph. 1-833-492-5578

E: information@iwallstreet.net