• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego

Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is

For over 23 years I have helped my clients address their financial concerns and develop sound strategies

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in

Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in

As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to

I’ve always been interested in business and making money. I got my first job at 13 and my first

Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed