Brian P. Amidei

Brian P. Amidei AIF®, CRPC®

Chief Executive Officer, Founding Partner

5stars
*6-time Five Star Professional
2011, 2013, 2014, 2015, 2016, 2017


Barron's Magazine

2014 Top 1,200 Advisor,
70 in California

2013 Top 1,000 Advisor
71 in California

Joseph G. Romano III

Joseph G. Romano III AIF®, CRPC®

President, Chief Operating Officer, Founding Partner

5stars
*7-time Five Star Professional
2011, 2012, 2013, 2014, 2015, 2016, 2017


Young Presidents’ Organization
(YPO), Member

Brett D'Orlando

Brett D'Orlando AIF®, CRPC®

Chief Compliance Officer, Founding Partner

5stars
*7-time Five Star Professional
2011, 2012, 2013, 2014, 2015, 2016, 2017

Awards

Barron's America's Top Advisor Rankings
Five Star Wealth Manager

Giving Back & Community Involvement
Some of the organizations we support:

Legatus of Palm Springs
Martha's Village & Kitchen
NAFOA
Sacred Heart School Faith in Action
St. Jude Children's Research Hospital
The Warburton Celebrity Golf Tournament
Young Presidents' Organizaiton
Desert Scholarship Foundation