Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.


Vince Spinosa CFP®, ChFC®, CLU®
Founder, Partner and Private Wealth Advisor

Robert Marin CLU®, RICP®, ChFC®
Partner and Private Wealth Advisor



Darren M. Kriston CFP®, MBA
Private Wealth Advisor







Pritesh S Patel D.C., ChFC®
Associate Private Wealth Advisor