Our people are our greatest asset, and we seek to maximize their potential so they may bring immense value to the clients that we serve. Throughout our entire firm, we strive to provide exceptional advice and perspective on every facet of our clients’ financial lives. Our talented professionals bring decades of experience and a relentless pursuit of excellence in everything we do. We invite you to learn more about the members of our team.
Nicholas S. Casaccia
CFP®, CPA
Wealth Advisor
Unifia Choi
Wealth Advisory & Operations Analyst
Liting Chuang
CFP®, CPA
Director of Tax Planning & Associate Wealth Advisor
Kyle Gionet
CFP®, CPA
Wealth Advisor
Yanxiao “Chloe” Li
CFP®, CPA
Associate Wealth Advisor
Phaby Utomo
CFA, CFP®
Wealth Advisor