Brent Hanson, CFP®
Financial Planner/Wealth Manager
(805) 445-4199
Brent Hanson is a 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...
George Zambrano
Operations/Client Relationship Manager
(805) 445-4199
George Zambrano is a registered assistant and customer service specialist for the firm. He has worked with the firm since 2001 and provides assistance with investment research and recommendations.