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Karen R.  Codman

Karen R. Codman, AIF®

Investment Advisor Representative

(562) 728-5800

(562) 728-5858

Paul A. Regan

Paul A. Regan

Office Manager/Sales Assistant

David Isti

David Isti

Sales Assistant/Research Analyst

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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