9070 Irvine Center Drive
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality.
Associate Portfolio Manager
John joined the WealthWise Financial Services team several years of experience in securities research and investment advisory services. His most recent experience was as an investment consultant for Scottrade in their Campbell, CA...
Client Service Associate
Ethan is passionate about retirement and financial planning. He enjoys solving complex planning issues and assisting plan sponsors with retirement plan concepts. His interest in financial services started in college through the...
April Martinez has spent her career in the finance industry. She spent ten years in the equipment leasing industry as a funding coordinator as well as an administrative assistant in the financial services industry. April joined...
Chobe is a chocolate Havanese and was born in Dallas, TX in 2013. Since that time, she has been a dedicated greeter in the WealthWise office. She is an important part of our client meetings and makes our clients feel at home. In her...