No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
A Team Approach
Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.
- We have your best interests as our priority.
- We are accountable to you.
- We customize strategies based on your unique situation.
- We are down-to-earth – we understand that you may not be familiar with the jargon we use. We speak a common language.
Tori Samuel CRPC®, CFP®
President, Wealth Advisor
(818) 465-0216
Born and raised in Thousand Oaks, I attended the University of California, Santa Barbara. In my free time, I enjoy traveling, living an active lifestyle, and spending as much time as I can with my wonderful wife Jamie and our son...
Justin Arce CFP®, RICP®
Vice President, Wealth Advisor
(818) 465-0216
Born and raised in San Dimas, Justin now lives in Fontana with better half - Elizabeth (and of course Pumpkin - their well loved and spoiled dog). When he is not working, he is spending time with Elizabeth and Pumpkin, family and...
Kurt Mac Millan CPA, CPFA®
Wealth Advisor
(818) 465-0216
kmacmillan@cognitive-wealth.com
Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to...
Francesco Setola AWMA®
Wealth Advisor
(818) 465-0210
Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics. Francesco works on various types of financial needs...
Timothy Fitzgerald LUTCF, CFS, CRPS
Wealth Advisor/LPL Registered Principal
818-465-0216
tfitzgerald@cognitive-wealth.com
Jennifer Zeidman
Executive Assistant
(818) 465-0216
Jennifer was born and raised in Woodland Hills, California. She earned her undergraduate degree in Education from the University of Nevada, Las Vegas. Jennifer oversees the day-to-day operations in the office of Cognitive Wealth...
Shoniese Simon
Administrative Assistant
Pumpkin Arce
Rancho Cucamonga Door Greeter and Guest Announcer
Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring.
How do we do this? By working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, we’ll be there every step of the way, listening, planning and advising.
Coaches
Countdown to College
