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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Our Process

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Our History

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Our Values

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Our Resources

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We offer a full range of investment and financial services and have access to a wide array of solutions.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Fanny Fan

Fanny Fan

Paraplanner

Fran Chen

Fran Chen

Client Relationship Manager

Jeremy Olen

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer, Mariner Advisor Network

Joel Gourdin

Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network

John Nejedly

John Nejedly
CA Insurance Lic#4152879

LPL Financial Planner

Kimi Lin

Kimi Lin

Administrative Assistant

Sheri Pan

Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163   

Founder and CEO

What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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Our Three-Step Process

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more