

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Professional Athletes
- Professional Entertainers
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Professional Athletes
- Professional Entertainers
- Entrepreneurs & Business Owners
Financial Advisor Certifications
SE-AWMA®
Sports and Entertainment Accredited Wealth Management Advisor™
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Music
- Record Collecting
- Movies & Entertainment
Team Members
Carol BanackySr. Branch Office Administrator
Jessica ChavezBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(909) 477-2610Fax
(844) 615-1256Office Address
576 S Grand AveCovina, CA 91724opens in a new window
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