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.
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...
Executive Administrative Assistant
(818) 465-0210 ext 100
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...
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...
Door Greeter and Guest Announcer
Although Tank does not provide financial advice, he's really good at playing fetch, going on hikes, and is an integral part of the team.
President, Wealth Advisor
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...