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Michael began his career in 1992. He provides advice and expertise in the areas of retirement and income planning, risk reduction, wealth enhance
View Coach ProfileI’m Peter Girolamo, president of my fiduciary financial advisory firm Retirement Wealth Center. I work with retirees and pre-retirees to h
View Coach ProfileShahzad Ali has been in the Financial Services Industry for more than thirty years and has the distinct privilege of helping clients solve the re
View Coach ProfileKeith Helmendach is a graduate of Vanderbilt University in Nashville, Tennessee. Keith met his wife in graduate school in Chicago, and they agree
View Coach ProfileSarah Soria MBA, CFP® With the heart and patience of a fifth grade teacher, Sarah has a passion for educating adu
View Coach ProfileEric Veve feels that his firm is here to serve others with education, honesty, and transparency. Eric takes a great deal of time in getting to kn
View Coach ProfileAs the president and co-owner of Legato Financial Group, Justin Jenkins is focused on helping clients work toward their retirement dreams through
View Coach ProfileHi, I'm Danny Michael and I’ve been teaching retirement planning courses in Socal for the last 10 years. I’ve spent my entire car
View Coach ProfileDoug has spent the last 29 years in the Financial Services industry specifically targeting and working with families, corporate executives, and s
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