Founder and Wealth Manager, Cookie Walden has been an investment advisor since 1997. She consistently refers to her experience as having worked through the best of the bulls and the worst of the bears in an experiential 27-year period...

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Bryttney began working as an Administrative Assistant in March 2012.  Bryttney is Series 6 and 63 certified. Bryttney is no stranger to Customer Service, with experience since 2003...

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Arlene* is an independent Protection Planning Executive. She spends time helping clients determine their insurance needs and designing protection plans including Health Insurance, Long Term Care and Disability to safeguard their love...

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At EMC Accounting Services* we pride ourselves in handling your books as if they are our own…with the utmost care and accuracy. We have been providing a variety of high-quality services at competitive rates to small businesses since we...

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National public speaker and Federal civilian benefits specialist Lloyd D. Watnik is among the nation’s foremost authorities on Social Security, Medicare, and Government retirement benefits. Before retiring in 1994, Mr. Watnik was...

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My husband and I of 26 years have experienced the highs and lows of home ownership! Our children are 22, 20 and 18 and have grown up in the south Orange County area! I remember the thrill of buying our first home, the loss of that home...

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Tracy* graduated from Southwestern University School of Law in 2004. She began to clerk for an experienced, 40+ year Trusts and Estates attorney, Harry A. Olivar, in Los Angeles, who became a friend and mentor for five years. In 2009,...

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