John C. Vernon, AAMS

Senior Vice President/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(949) 252-4781

About Me

• Lead Financial Advisor
• Client Relations
• Investment Strategy
• Portfolio Management

CA Insurance License

0C35038

John M. Vernon

Associate Vice President/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(949) 252-4775

About Me

· Business Development
· Technology
· Trading
· Investment Strategy
· Client Relations

CA Insurance License

0I64045

Monica S. Marti, AAMS

Client Relationship Manager; Assistant Vice President

Contact Me

E-Mail Address

[email protected]

Phone Number

(949) 252-4771

About Me

· Client Service
· Operational Support
· Administration
· Account Maintenance
· Business Support

CA Insurance License

0C35039