Broker Check


Louis Windawi, M.S., CFP®, MPAS®, AWMA®

President | LPL Registered Principal

(714) 258-9911

As President of the firm, Louis Windawi personally guides clients through all stages of their financial lives. With over 25 years of planning experience, he has dedicated his career to providing the world-class strategies and...

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Christina M Bennett, CFP®

Wealth Manager Assistant | LPL Registered Assistant

Christina assists the advisors with individuals, families and companies in maintaining a long-term wealth management strategy designed to help achieve their financial goals. She has an enthusiasm for helping clients navigate through...
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Denson Kaiklian

Financial Planning Assistant | LPL Registered Assistant

Denson has been in the financial services industry for 10 years, and currently specializes in insurance analysis, retirement planning and income analysis. He provides financial planning support, conducts investment research, reviews...

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