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Our Team

Brent Hanson, CFP®

Wealth Manager

805.445.1992

805.445.4199

[email protected]

Brent Hanson is CERTIFIED FINANCIAL PLANNER® professional and well known financial educator in the Ventura, Santa Barbara, and Los Angeles county areas having spoken to over 300 audiences in the tri-counties on retirement, estate...

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George Zambrano

Financial Advisor

805.445.1992

805.445.4199

George Zambrano is a financial consultant and customer service specialist for the firm. He has worked with the firm since 2001 and provides assistance with investment research and recommendations. George is a registered representative...

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