Contact Information

Please contact us with any questions. If you are not yet a client, we can provide you with a complimentary initial consultation or a second opinion on what you are currently doing.

Jay Douglas, Partner, Chief Investment Strategist – [email protected]
Ted Athans, Partner, Managing Principal – [email protected]
Theresa Hays, Investment Operations Manager – [email protected]
Christie Greenfield, Client Services Manager – [email protected]
Tracy Wu - Financial Planning Services Manager – [email protected]
Sarah Trejo - Client Services Manager - [email protected]


Toll-free for all offices: 888-491-4410
Local number for Long Beach: 562-491-4410
Local number for San Luis Obispo: 805-543-2365
Local number for Cambria: 805-927-5070
Local number for Inland Empire: 909-566-0900
Local number for Santa Rosa: 707-968-7237



Long Beach
5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815
Driving Directions

San Luis Obispo
1360 Marsh Street
San Luis Obispo, CA  93401
Driving Directions

Orange County
One Park Plaza, Suite 600
Irvine, CA 92614
Driving Directions

Chino Hills/Chino Valley
15338 Central Ave.
Chino, CA  91710
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Santa Rosa
1550 Airport Boulevard, Suite 205
Santa Rosa, CA 95403 
Driving Directions