We provide financial planning, investment management, and risk management strategies to guide you in your journey toward building generational wealth. Alex specializes in working with educators and non-profits. Tori works with female business owners of color, and Brandon works with young professionals.
Phone: (626) 469-7151
Cross Streets: Near the intersection of N Lake Ave and E Walnut St
Closed now
- Wed 9:00 AM - 6:00 PM
155 N Lake Ave, Ste 430 Pasadena, CA 91101 ·2178.56 mi
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Reviews
yelpI entrusted my money with Alex, and I've been so grateful ever since. Even though it wasn't a large amount when I started, Alex--and his wife and business partner, Tori--have always treated me...
MoreI've been working with Tori for over six years and I couldn't be happier. She takes the time to explain everything to me in full detail and always asks if I have any questions or concerns. I'm not...
MoreI found Alex somewhat by chance from searching the internet. I was looking forward to my retirement in the near future and was a bit unnerved by all that that entailed. Virtual meetings (since...
MoreThey are all very quick to respond and pleasant to communicate with. Brandon helped me today and I wish everywhere would still have this type of excellent customer service. He was outstanding,...
MoreI am so grateful to be working with Tori Sierra on my finances, wealth management and retirement planning. After working side-by-side at an internship in college, we reconnected in 2018 when I...
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