Jonathan Cheng, CFA®, CFP®
Chief Executive Officer/Chief Investment Officer
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David Olson
Chief Compliance Officer
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Leilani Wilson Walkush
Senior Consultant
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David Walkush, CFA®
Portfolio Manager
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Paul Arrington, CRPC®
Consultant
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1929 Windward Lane, Newport Beach, CA 92660 •
Phone
949.812.6945 •
Fax
702.448.5459
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