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7777 ALVARADO ROAD SUITE 211, LA MESA CA 91942

Dedicated Financial Advisors

Our Team

Sarah Musk

Sarah Musk

Vice President
Laura Harris

Laura Harris

Senior Advisor
Tesa Banks

Tesa Banks

ASSOCIATE ADVISOR
Emma Watts

Emma Watts

Associate Advisor
Julia Smith

Julia Smith

Marketing VP
Emma Brown

Emma Brown

Accounting Manager
Sophie Moore

Sophie Moore

Budget Analyst
Maria Lopez

Maria Lopez

Tax Accountant
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