Alan is the Founder and President of Noble Wealth Management, a Registered Investment Advisor, serving over several hundred clients. Alan has integrated his education and experience in several disciplines to provide perspective,...
AJ has been in the financial planning profession for over 29 years. He started as a teenager with a prominent firm in Philadelphia. AJ apprenticed under one of the top financial planners in the country according to several national...
Tax & Wealth Advisor
Jeff is a Certified Public Accountant, Certified Financial Planner, and Licensed California Real Estate Broker. Jeff's background includes nine years in the commercial and investment real estate business and the last fourteen years as...
Richard has spent the majority of his 30 plus years in the financial services industry in executive leadership positions. Richard’s career includes serving as Co-President of Portfolio Management Consultants (PMC). ...
Dylan has over 10 years of experience in the Accounting and Finance industry. He is dedicated to utilizing and expanding his knowledge and experience for the benefit of his clients, the company, and himself. He is currently working...
Real Estate Specialist
Lizzy is a recent graduate from California State University, Fullerton where she studied Public Health and played four years of Division 1 Volleyball. She has both her California Real Estate License and Nationwide...
Micheal has 3 years of experience in the Bookkeeping and Accounting industry. He is currently working on his A.A. in Financial Accounting with future goals set to earn a M.B.A. in Financial Accounting as well as becoming a Certified...
Client Services Specialist
Hailey is a graduate of the University of California, Irvine where she studied Education Sciences with a minor in business management and political science. She has been in the mortgage and tax industry for 4 years. Hailey enjoys...