formerly Prospect.
Company Information
Website
Employee count
80
Industry
Financial Services
Headquarter
Newport Beach, California, United States
Don Saulic, CFP® CPA CAP®
Managing Director, Partner
David L. Bahnsen
Chief Investment Officer, Managing Partner
Kenny Molina
Associate, Solutions and Analytics
Brendan Sullivan
Chief Operating Officer
Deiya Pernas, CFA
Vice President, Investment Solutions