Image by Josh Calabrese

Our Team

Cesar Manent

CFP®

Partner

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Abelardo Curdumí 

CFP® | CLTC

Partner

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Shane Pendley

JD | CFP® 

Partner

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Maurice Cabral

Investment Advisor Representative & Head of Compliance

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Maryellen Schwartz

Investment Advisor Representative

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Frank Tedesco

Investment Advisor Representative

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