Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: San Diego – Sorrento Valley

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Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Sr. Financial Planner

San Diego – Sorrento Valley

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

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