Broker Check

Our Team

Ronald Wagner

Ronald Wagner

President and Co-Founder

925.930.7176 x313

925.930.6668

Steve Loftin

Steve Loftin

Co-Founder & Financial Advisor

925.930.7176 x311

925.930.6668

Gerald Guintu

Gerald Guintu, CFP®

Financial Advisor, Chief Compliance Officer

925.930.7176 x310

925.930.6668

Jill Guintu

Jill Guintu, CFP®

Financial Advisor, O.S.J. Branch Manager

925.930.7176 x312

925.930.6668

Teamwork is the fuel that allows common people to attain uncommon results.
~Andrew Carnegie~