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Tag: financial advisor

Nicholas Yrizarry

In Perfect Alignment

Behavioral Financial Advisor Nicholas Yrizarry spearheads a lifestyle-based financial services firm which aims to create financial portfolios that mirror clients’ ...

Different Approach

Elisabeth Dawson, President and CEO of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc., made it ...

CAPITAL GAIN

Before Chad Willardson launched Pacific Capital, he focused on what clients really wanted from their financial advisor and how they ...

MIRACLE ASCENSION

Sara Rajo-Miller soared from intern to nationally ranked financial advisor, garnering acclaim, success and recognition at a staggering pace. By ...

GETTING IT RIGHT

When Sid Miramontes couldn’t get things done ‘his way’ at the big wirehouses, he launched his own capital investment firm.

THE RIGHT BLEND

C39 is one of the premier networking groups at the Center Club Orange County that brings together young and seasoned ...

NET ASSET

Ten years ago, Kris De La Pena didn't know "preferred stock from livestock." Today, he holds five designations from the ...

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Leading Leaders

When Lacey Leone McLaughlin launched LLM Consulting Group, executive leadership training and coaching was not that common of a practice. Today, it’s essential – and welcomed in every imaginable management circle from Wall Street to...

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