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Meet the Team

Our team understands what it means to be a fiduciary.

The CERTIFIED FINANCIAL PLANNER certification is the standard of excellence for financial planners, and the primary component of this certification is my ethical duty as a fiduciary.  CFP® professionals are committed to the CFP Board's Fiduciary Duty, which comprises of acting in our clients' best interests at all times when providing financial advice and financial planning.  The fiduciary duty includes the duty of loyalty, the duty of care, and the duty to follow client instructions.  I am confident that with my understanding of personal finance, integrated with my stringent education, experience, examination and ethical standards, I can help families make intelligent monetary decisions.  Over the span of 10 years in the financial industry, my goal has been to develop a rock-solid reputation for equipping individuals with strategic, practical concepts, while maintaining clients' best interests, first and foremost.   

At our firm, we have the client—and only the client—in mind.

Our clients have a wide variety of needs.  We believe a collaborative, team-based approach is the most effective method to help our clients navigate through an ever-changing financial services world.  Certain challenges may very well seem daunting, but we're by your side - every step of the way.  


No single strategy fits everyone, which is why every client gets our undivided attention—from our initial meeting to planning, or execution to follow-up.  We take a proactive approach in helping develop strategies to address your specific financial goals and objectives, using reputable resources and methodologies, all while striving to maintain my duty to you as a fiduciary.  We invite you to discover and experience the impact of our services.  

Freddie Brown

Freddie L. Brown, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(714) 987-4031

(714) 255-8030

Melissa Dawson

Melissa Dawson

Client Relations Manager

(562) 306-5944

(714) 255-8030

Client Centered

Client Centered

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

Our team has almost 40 years of experience in financial services and asset management.  We are confident that we can help you address your needs of today and for many years to come.  We look forward to working with you and your family.