Our Experienced Team
Cindy Couyoumjian, CFP®
Certified Financial Planner
Cindy Couyoumjian’s greatest passion is bringing dynamic investment strategies to her clients to customize each portfolio aimed to address the transitions in one’s life, while staying abreast of the ever-changing economic landscape. She understands that no single approach is the right one for every investor. Her 34 years in the industry have provided her experience, knowledge, and numerous securities licenses: Series 63, 6, 65, 7, 22, 24, 26, and California Insurance License #0719038.
Leticia Hewko is a Registered Representative who holds a Series 7, 6, 63, & CA Insurance License #0M15291. After leaving the classroom, she embarked into a journey larger than she ever imagined; making a difference in the lives of the retail investor.
David is a Registered Financial Advisor with a wealth of experience in the Financial Sector. His greatest passion is offering financial literacy so that people can plan and prepare for a better tomorrow.
Client Services Manager
Senior Client Service Support, Compliance Organization and General Office Management
Senior New Business Manager
New Business Processing, Research, File Completion
Office Support, File, and Client Meeting Preparation
New Business / Client Services Associate
New Business Processing, Client Service Support.
Client Services Associate
Advisor Assistant and Client Service Support