A career helping people achieve their financial goals can be very fulfilling, especially when working in a supportive team environment.  Whether working in operations and technology, providing client support services, analyzing investment opportunities, or working directly with clients – there are a number of exciting and rewarding roles in our firm.  Most of our team members have worked in the industry for over 15 years. Turnover is very low and employee retention is high.

Having said that we are always interested in meeting ethical, intelligent, empathetic individuals who have an interest in helping individuals meet their financial goals!  The firm is growing and if you are interested in learning about possible career opportunities we invite you to contact Deirdre Torres by calling 805.543.4366. All inquiries will be treated as confidential.