Find Advisor

There are lots of reasons why people need advice from a financial adviser but there are also lots of different types of adviser, so it pays to know who to go to and when. We deliver only premium quality comprehensive financial services to our clients. This is one of the highest priorities of our company.

Our professional and caring staff is dedicated to delivering only premium quality and comprehensive financial services. This is one of the highest priorities of our company. We will work through the process to identify your needs, goals and strategy, and put your plan into action.

Herb Berghoff

Herb is a graduate of Cal State Northridge, receiving his Bachelor of Science Degree in Accounting.

Paveena Tang
Staff Accountant

Paveena received her Bachelor Degree in Accounting from Assumption University, Thailand and Bachelor Degree in Economics from University of La Verne. She also has a Certificate in Accounting and International Trade and Commerce from UCLA.

Rachel Quimson
Administrative Assistant/Bookkeeper

Rachel obtained her Bachelor of Science in Computer Science from Manila, Philippines and has Administrative Assistant experience.