Join Our Team
Discover a fulfilling career with us and make a difference in your community.
Personalized Financial Solutions
Current Openings
Whether you're securing your future, or managing debt, our expert advisors are your trusted partners.
01
Financial Services Professional
Thousand Oaks, CA As a Financial Services Professional, you’ll work directly with clients from diverse backgrounds, ensuring they receivea personalized suite of financial solutions.
02
Financial Services Professional
Santa Barbara, CA As a Financial Services Professional, you’ll work directly with clients from diverse backgrounds, ensuring they receivea personalized suite of financial solutions.
03
Financial Services Professional
Rancho Cucamonga, CA As a Financial Services Professional, you’ll work directly with clients from diverse backgrounds, ensuring they receivea personalized suite of financial solutions.
04
Financial Services Professional
Anaheim, CA As a Financial Services Professional, you’ll work directly with clients from diverse backgrounds, ensuring they receivea personalized suite of financial solutions.
Work Hard, Play Hard
Discover Our Vibrant Company Culture
At our company, we foster a collaborative and inclusive atmosphere where every voice matters. Join us in a dynamic environment that encourages innovation and personal growth.
-
Team Spirit
-
Growth Opportunities
-
Great Benefits
Steering Us Forward
Get to know our amazing Leadership team
Meet the visionary leaders who inspire our success. With their deep expertise and innovative strategies, they drive our company's progress and foster a culture of excellence and empowerment.
Jayson Cohen
Founder / CEO
Jessica Jones
Senior Partner & Financial Advisor
Scott Fajnor
Senior Partner
Kathy Ornelas
Partner
Claudia Munoz
Partner
Leander Woods
Executive Trainer
