Mission Statement

We have one mission: committing to your individual financial needs.

There is no such thing as a one-size-fits-all financial strategy, so we want to understand your personal needs and goals. Getting to know you allows us to design, implement, and oversee a financial strategy that is as unique as you are.

Managing your finances doesn’t need to be overwhelming. Whether you’re saving for college, looking toward retirement or want practical debt management—we’re here to help. We understand the daily challenges our clients face and believe in taking creative approaches to suit your specific goals.

Our focus is on you and we are 100% committed to making your financial dreams a reality.

Our Team

Yashpal Guru

President & CEO

805-915-4770

Yashpal Guru has developed his practice by placing the client first.  He strives to fully understand the needs of the client before recommending a solution.  Careful analyses of all facets and integration into a comprehensive plan has been the hallmark in his practice. Yashpal has over 16 years of Industry experience which gave him the skills and knowledge to assist in current role as a Financial Service Professional. Yashpal is a graduate of Delhi University with a degree in Business Economics.  Yashpal has been a resident of Los Angeles for eighteen years and is active in many community associations.

Michael McKnight

Vice President Operations

714-920-4917

Michael McKnight is dedicated to the highest level of personal client service.  He has over 10 years experience in the financial services industry and has received recognition as a MDRT.  Michael has over 25 years management experience and has worked closely with employees in many different areas giving him a well rounded view of not only a company’s interest, but an individual’s as well.  He strives to provide every client with what is in their best interest.

Vipul Patel

VP Sales

806-544-5655

Vipul Patel has over 14 years of hospitality experience assisting and servicing the hospitality industry including groups and corporate divisions throughout Texas.  He strives to reach a client-representative relationship that consists of openness and mutual understanding.

Guy L. Kirkpatrick, Esq.

Wealth Preservation and Legacy Planning

714-998-1717

For Business: Planning on how to transfer your business on to family members, children or key personnel by way of stock sales, buy sell agreements, LLP’s, LLC’s General Partnership and other mechanisms.

For Families: Planning on how to pass down your wealth to your children and family through Estate Planning, Trusts, Wills, Medical and Financial Directives, Generation Skipping Trusts, Land Title Holding Trusts and other mechanisms.

Adriana Mejia

HR Business Partner

714-315-9301

Adriana Mejia has over a decade of experience in the field. Having worked in mostly areas of staffing, training and development, employment engagement, leadership, confidentiality, compliance, and benefits administration. She is passionate about working with employees and the executive team to produce requirements and achievable goals that will positively reflect the business needs. Adriana attends Purdue University Global and is working towards obtaining a Bachelor of Science degree in Healthcare Administration with a focus in Human Resources Management.

Jaclyn Hong

Managing Director

818-675-3028

Jaclyn attended University of California San Diego where she earned her Bachelor’s Degree in International Studies – Business, and minor in Accounting. She has a passion for understanding diverse communities and helping people gain financial stability. She lives by the idea that “In recognizing the humanity of our fellow beings, we pay ourselves the highest tribute.” Jaclyn gives her clients the upmost respect. She is best known to be detail-oriented when explaining any concept. When she isn’t working, Jaclyn loves to volunteer at a local high school tutoring students in math.

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CONTACT US TODAY!

We have one mission!
Committing to your individual financial needs.

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