Strategy Session
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Identify and review goals
Review current financial situation
Discuss our philosophy -
Retirement income planning
Investment portfolio audit
Insurance program audit
Legacy planning and estate document review
Our Team
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Jason Melvin
Advisor for 4 years, son of a CPA
Top 10 Advisor in the Western US
Certifications: SIE, Series 6, 63, CFP -
Hana Pruzansky
Advisor just over 1 year
Daughter of two physicians
Certifications: SIE, Series 7, 63 -
Pedram Rezaee